Weekly Economic Commentary
The economic expansion just turned 10 years old, tied for the longest on record, according to the National Bureau of Economic Research….
Economic fundamentals still look sound, even as yields send cautious signals.
Our Five Forecasters collectively point to economic growth ahead.
Even in the worst-case scenario, we don’t expect a significant impact on the U.S. economy.
First quarter productivity rose at the fastest year-over-year pace since 2010.
Consumer inflation has weakened, but we (and the Fed) believe the slowdown is temporary.
This earnings season may be unpredictable and forgettable, but it may not be all bad. We offer key themes to watch.
Investment insights and market guidance through year-end 2020, plus election 2020 predictions…
Stocks continued their strong run in June, despite rising COVID-19 cases, and we upgraded our view of growth stocks.
2020 is an election year, and as we get closer to November, we expect this to replace COVID-19 and the recession at the top of investors’ minds.
Recent economic data has been better than expected, while a summer consolidation in the markets may be possible…
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