Fed Policy: Late-cycle and beyond
Assessing the impact and possible evolution of Fed policy
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3Q19 earnings bulletin: Skating on thin ice
The economic backdrop in 2019 has been characterized by weakness in manufacturing being offset by the resilience of services and health of the consumer.
2Q19 Earnings bulletin: Threading the needle
The current earnings season has been mixed; lower energy prices and a stronger dollar are headwinds, but health care sector M&A is providing an offset.
1Q19 Earnings: Is the party almost over?
Equities continue to look attractive relative to fixed income, and could very well move higher in the short-term given firmer economic data and a Fed on hold.