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China: A Rocky Start To A New (Old) Year | Weekly Economic Commentary | January 11, 2016
The Chinese government began to liberalize policies regarding the control of both the equity and currency markets. The markets have not always responded in the way predicted. The government responded by enacting additional policies, adding to volatility.
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Can Earnings Help? | Weekly Market Commentary | January 11, 2016
The start of fourth quarter earnings season may help the stock market find its footing. The twin drags of energy and U.S. dollar strength could again wipe away earnings gains; but ex-energy, we see mid-single-digit gains.
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Market Insight | Q4 2015
Based on data received so far, fourth quarter real gross domestic product (GDP) growth is tracking at 2.0–2.5%, following 2.0% growth in the third quarter and 3.9% growth in the second.
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Balancing Confidence with Volatility Client Letter by Burt White | January 7, 2016
While a new year means new beginnings–changing to a new calendar, signing up for a new gym membership, and struggling to remember to write 2016 on our checks–markets are starting 2016 off with the same growth concerns and heightened volatility that made the second half of last year a challenging one for investors.
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Fed Rate Hike Playbook: Part 1 | Bond Market Perspectives | January 5, 2016
Historically, the first six months following the start of rate hikes have been the most challenging, with the average performance improving one year after the start.
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Capex Conundrum | Weekly Economic Commentary | January 4, 2016
Several key economic reports are due out this week that will be closely watched for signals on the health of the U.S. and global economy.