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Is Housing Enough? | Weekly Economic Commentary | November 16, 2015
We continue to expect housing may add to GDP growth in 2015 and for the next several years, as the market normalizes following the severe housing bust of 2005-2010.
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Tragedy in Paris | Weekly Market Commentary | November 16, 2015
Our thoughts are with the victims of the November 13 terrorist attacks in Paris. Here we look back at history to assess potential market impacts of Friday’s tragedy.
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Portfolio Compass | November 11, 2015
We continue to expect the S&P 500 to reach the low end of our 5–9% year-end total return forecast for 2015, driven by improving economic and earnings growth.*
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How Fast and How High | Bond Market Perspectives | November 10, 2015
Both the pace of rate hikes and ultimate resting spot for the fed funds rate greatly influence how quickly, and by how much, yields may ultimately rise.
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Global GDP Tracker: Fall 2015 Edition | Weekly Economic Commentary | November 09, 2015
Q3 GDP results are lagging so far, relative to even lowered expectations; 55% of global GDP still has yet to report results.
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Global Earnings Update: Europe and Japan Coming Up Short | Weekly Market Commentary | November 09, 2015
European earnings have disappointed relative to expectations and may suggest tempering near-term expectations for European stocks.