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Third Quarter Investment Outlook
Global growth has been less synchronized lately, but I’m not sounding the alarm. The US economy is approaching its fastest[…]
Q4 Investment Outlook
With limited evidence of excess in the global financial system and mostly low interest rates around the world, I am[…]
Fourth Quarter Investment Outlook
We think an outright recession in the next 12 months is unlikely, but we need to see a cyclical pickup[…]
The Brexit Beat – Some Certainty Amid Uncertainty
Never a dull moment in UK politics. The EU finally granted the UK a Brexit extension to January 31, with[…]
The Brexit Beat – Boris vs. Parliament: From Optimism to More Uncertainty
UK Parliament held two key Brexit votes today. UK Prime Minister Boris Johnson won the first vote, support for the Withdrawal[…]
Volatility Returns in a Big Way: Our Reaction
Volatility returned in a big way earlier this week. Over the past few trading sessions, equity market volatility as measured[…]
Should We Be Concerned About Household Debt?
The Federal Reserve’s third-quarter data on household balance sheets showed that household debt (two-thirds of which is mortgage debt) reached[…]
The S&P 500’s Extended Bull Run: Can It Last?
The current equity bull market has been chugging along, enjoying unusually low volatility in recent quarters. The S&P 500® Index[…]
Q&A: What You Should Know About China’s 19th Communist Party Congress
China’s 19th Communist Party Congress is fast approaching. While the meetings are primarily a political event, they will shed some[…]
Is China’s Renminbi the New “Safe Haven” Currency in Asia?
Has China’s renminbi unseated the Japanese yen as the new “safe haven” currency in Asia? Some market commentators have adopted[…]
Small Businesses and the Employment Mismatch
In early August, the National Federation of Independent Business (NFIB) released a small business survey that revealed an upbeat assessment[…]
Trump’s Tax Proposal: The Opening Move in a Poker Game
Think of this as the opening move in a poker game. It’s unlikely that any of these proposals will come[…]
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