Market excitement about a resolution to the long-running U.S.-China trade dispute built ahead of (what were rumored to be) the final round of negotiations this week. However, comments from President Trump May 5 helped to dash that optimism.
Market participants remain focused on downside risks, leading pessimism, rather than optimism, to permeate the investment landscape
The U.S. economy should slow but not stall in 2019 due to fading fiscal stimulus, higher interest rates and a lack of workers. Even as unemployment falls further, inflation should be relatively contained.
This bulletin recaps the second quarter earnings season and discusses the outlook for earnings for the rest of 2016.
After a relatively quiet summer, volatility spiked in October as investors worried about rising rates, peak economic and earnings growth and geopolitical tensions.
Now is an opportune time for investors to reassess whether passive bond investing can deliver on their fixed income allocation objectives.