Investment Outlook

City at Sunset

Geopolitical Concerns Rise, Stocks Fall

Global and U.S. earnings revisions are turning up. We look for stabilization of the U.S. dollar, credit spreads and China’s economy as signals of sustainable future earnings growth.

Tall Buildings with American Flag and Blue Sky

What’s more Intimidating? Fed Minutes or a President’s Tweet?

No one likes the messenger who brings bad news — unless that news leads the Fed to cut interest rates.

Speeding Cars in City at Dusk

The Fed Holds, the Economy Carries on…Trade Wars Reignite

Growing tension between the U.S. and China sparks volatility – which path will markets take from here? 

Geopolitical Concerns Rise, Stocks Fall

June 25, 2019

Global and U.S. earnings revisions are turning up. We look for stabilization of the U.S. dollar, credit spreads and China’s economy as signals of sustainable future earnings growth.

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G-3 Outlook: Calm Waters

April 29, 2019

Stable interest rates, low inflation and near-trend growth point to continued equity performance and moderately higher Treasury rates.

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