Global Macro Views

Will slowing industrial activity derail consumers? The answer hinges on the health of 3 key economic drivers.

Ominous headlines suggest growing risk on corporate balance sheets, but don’t forget about broader strength in the U.S. consumer.

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

Leading economic indicators suggest that economic growth has peaked, though a recession remains in the distance.