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.
Happy New Year! What a difference a year makes. One year ago the stock market was plunging and came perilously close to ending what has become the longest bull market ever recorded…
2019 was a difficult year to forecast after 2018 ended with the worst December since the Great Depression…
Clarity from the phase-one trade deal with China and United Kingdom election results could help shift stock market performance drivers more toward investing fundamentals in 2020…
The Conference Board’s Leading Economic Index (LEI) rose 0.3% year over year in October, tying its slowest pace of growth since 2016…
Fundamentals and yields appear good in real estate, but interest-rate sensitivity and our preference for cyclical sectors lead to our neutral view…
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