Global Macro Views

Economic fundamentals slowed in 2019 but equities soared—where do we go from here?

Will slowing industrial activity derail consumers? The answer hinges on the health of 3 key economic drivers.

Ominous headlines suggest growing risk on corporate balance sheets, but don’t forget about broader strength in the U.S. consumer.

Stable interest rates, low inflation and near-trend growth point to continued equity performance and moderately higher Treasury rates.