Market outlook
-
Three ways you know you're late in the economic cycle
Whether the business cycle turns in 2019 or later, it’s clear we’re in the late stages. We look at three tell-tale indicators that explain why.
Read more
-
What shutdown what slowdown
Between the U.S. Federal Reserve meeting on Wednesday and today’s jobs report, investors have had quite a bit of news to digest this week. We take a closer look.
Read more
-
Trump, tech, and trade
Corporate earnings could be at risk if the Trump administration decouples the U.S. supply chain from China as the countries compete for economic leadership.
Read more
-
Growing together while splitting apart
Global Chief Economist Megan E. Greene believes that if there’s any immediate danger to the U.S. economy, it would be the equity markets. Find out why.
Read more
-
Balance 2019 risks with a barbell approach to equity sectors
Three metrics may merit close attention when positioning portfolios for this phase of the market cycle. See which sectors we favor for offense and defense.
Read more
-
Stock market bears come in all shapes and sizes
A 20% decline or more from a market peak is broadly defined as a bear market for equities but, in our view, that’s an oversimplification. Here’s how to understand—and prepare for—bear markets.
Read more
-
Risk aversion rises as a flattening yield curve flirts with inversion
After flattening further, the U.S. Treasury yield curve is now flirting with inversion, a recession harbinger. Find out what investors should do to prepare.
Read more
-
U.S.-China trade agreement: a plan to discuss a plan
The U.S-China trade truce buys a little time to try to avert escalating tariffs, but the lack of details presents a cause for concern for investors. Learn why.
Read more
-
Markets are searching for the next recession—the economy says it's too soon
U.S. equities have taken another turn lower, and investors are wondering whether the economic expansion is coming to a close. We look at why, so far, the economy says otherwise.
Read more