A High Bar For Lower Rates | Weekly Economic Commentary | May 6, 2019
Markets are positioning for the first Fed rate cut in 10 years.
Source: WEEKLY COMMENTARY
Markets are positioning for the first Fed rate cut in 10 years.
Source: WEEKLY COMMENTARY
May’s client letter extols the market’s strong start to 2019 and suggests keeping an eye on market fundamentals.
Source: WEEKLY COMMENTARY
The S&P 500’s new record high set last week ended a more than 7-month drought without one.
Source: WEEKLY COMMENTARY
First quarter GDP growth was surprisingly strong.
Source: WEEKLY COMMENTARY
U.S. stocks are sitting at the same levels they were seven months ago, but the path hasn’t been straight.
Source: WEEKLY COMMENTARY
Our Beige Book Barometer climbed from a seven-year low.
Source: WEEKLY COMMENTARY
Lowered Stocks view from Neutral/Positive to Neutral; Lowered U.S. Equities view from Neutral/Positive to Neutral; Raised Bonds view from Negative/Neutral to Neutral
Source: WEEKLY COMMENTARY
After such a strong rally for stocks this year, you may be wondering what could drive stocks higher from here.
Source: WEEKLY COMMENTARY
Signs of slowing global growth have fueled worries of tepid domestic inflation.
Source: WEEKLY COMMENTARY
U.S. economic data were mixed in March, although leading indicators signaled low odds of a recession in the coming year.
Source: WEEKLY COMMENTARY