-
Weekly Economic Commentary | January 7, 2018
A WILD WEEK IN REVIEW A December ISM report last week showed U.S. manufacturing health fell to a two-year low. The bulk of data recently has been encouraging, however, especially an excellent December jobs report.
-
Weekly Economic Commentary | December 31, 2018
Market Fears and Economic Realities KEY TAKEAWAYS Increased uncertainty around policy risks has contributed to sharp market declines. […]
-
Weekly Market Commentary | January 22, 2018
KEY TAKEAWAYS We expect a solid fourth quarter earnings season and believe a 14-16% year-over-year increase in S&P 500 earnings is achievable. Economic surprises, strong manufacturing activity, and a weak U.S. dollar are a few of the primary reasons results may come in above expectations. Our positive earnings outlook for 2018 is well supported by…
-
Beige Book | Weekly Economic Commentary | September 12, 2016
At +55, the September 2016 Beige Book Barometer reading is now back in the middle of the range it has been in since early 2012, suggesting modest economic growth may continue.
-
A September to Remember? | Weekly Economic Commentary | September 6, 2016
Welcome to September. With the S&P 500 Index flirting with new highs and the majority of the U.S. economic data consistent with growth seen during the second half of the economic cycle.
-
Deficit? What Deficit? | Weekly Economic Commentary | August 29, 2016
The structural and demographic problems that will drive the deficit higher over the next several decades remain in place, “but are receiving relatively little attention from policymakers and markets.