Economic commentary

The Fed and Trade: Viewpoints October, 2019

Although the economy’s “goldilocks” underpinnings are currently at risk due to the ongoing tariff tussle, it has been an excellent year in financial markets. Potential risk factors include a potential return of inflation and an extension of tariffs beyond those the U.S. has placed on Chinese imports. What do we expect from various sectors? Read …

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Economic commentary

Future Opportunities – Viewpoints May, 2019

No longer expecting an interest rate hike in the U.S., the financial markets now foresee a potential cut. Meanwhile, evidence of an upturn in emerging market economies has been developing, the high-yield credit rally is continuing and global equities are gaining. How did we get here, what impact are these changes having on the financial …

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Economic commentary

Looking Forward: Viewpoints April, 2019

While there is evidence of improvement in the U.S., European and Chinese growth remains unclear.  The weak February U.S. payroll report was countered by measures of the job market that showed more resilience, including surveys of businesses. Signs of stabilization will be a necessary support to the improved risk environment realized so far this year. …

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