Investment Outlook

Capital building on dollar bill

Hopes Hang on Healthy Consumers

U.S consumers have stayed resilient despite faltering manufacturing activity and trade-war hindrances; we think corporate profits will hold up better than expected.

Crystal Ball

Don’t Forget this Important Fact about the Yield Curve

Investors are asking why rates are so low and how much lower they might fall; better to ask whether low rates are still effective.

Tree Trunk

Slowing Growth Leaves Investors Expecting Further Rate Cuts

Despite the headline worries and higher volatility, we view the macro backdrop as sturdy enough to extend the economic expansion.

Hopes Hang on Healthy Consumers

September 17, 2019

U.S consumers have stayed resilient despite faltering manufacturing activity and trade-war hindrances; we think corporate profits will hold up better than expected.

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Tweet Trumps Fed

August 12, 2019

Recently, we asked which had more clout with investors, the FOMC or President Trump’s tweets. Now we know: tweet trumps Fed.

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