Each month we highlight voices we respect from around the marketplace. Here’s what they’re saying: Summer tariff increases are likely to keep consumer spending sluggish. We believe declining spending would result in near-term weakness for the consumer, but not a bear market. U.S. consumers are relatively…READ MORE
Considering the recent market volatility, we’d like to share the thoughts of our investment committee. Stocks have come under pressure as trade negotiations between the U.S. and China heat up. In our view, both countries would benefit from easier trade policies which give us a…READ MORE
Key Takeaways: Stocks performed well in March, capping off a strong first quarter of 2019 The US economy continues to grow but economists expect slower growth moving forward Interest rates moved sharply lower in March as investors were concerned over global growth and dovish central banks….READ MORE
Key Takeaways: Stock prices have bounced back from the lows of December with most markets exhibiting strong returns for 2019 The US economy grew 2.6% in Q4, alleviating some of the recession fears over the coming quarters The China trade negotiations seemed to be progressing…READ MORE
Key Takeaways: Global stocks rebounded to start 2019 after a volatile end to last year Fundamentals for the US economy and corporate earnings look attractive, but a host of ‘deadlines’ could present challenges The Fed maintained interest rates and took a lighter tone than in…READ MORE
