Economic data has been under a microscope since the Federal Reserve (Fed) emphasized its allegiance to data dependency after raising interest rates in December. The Fed’s rate hike and Fed Chair Jerome Powell’s post-meeting press conferen

Market participants’ evaluation of increasing policy uncertainty has contributed to sharp equity market declines over the last quarter. The list of issues raising concerns has been broad: the Federal Reserve (Fed); trade policy; looming Brexit

While the broad outline of a negotiating period was a positive takeaway from the trade agreement between Presidents Donald Trump and Xi Jinping at the G-20 summit, details remain elusive. Headlines following the meeting signaled a meaningful cooling

Last week, dovish language from the Federal Reserve (Fed) fueled one of the strongest rallies in U.S. stocks this year. On November 28, the S&P 500 Index posted its biggest daily gain since March and the U.S. dollar dropped the most in two weeks

Business capital expenditures (capex) have grown solidly over the past two years after an oil-related contraction in 2015 and 2016. Part of the turnaround has been a natural rebound from those two years of slowdown, but fiscal stimulus is also playin

The U.S.-China trade dispute has carried on for about eight months, with no agreement in sight. To date, the U.S. has imposed tariffs on about $250 billion in Chinese goods, representing about half of what the U.S. imported from China last year. In t

Financial markets have had the roughest October in years as investors have grown wary over future corporate profits and the Federal Reserve’s (Fed) monetary policy plans. Even as markets fluctuate, we encourage investors to focus on the fundame

Investors’ first look at third-quarter gross domestic product (GDP) will be released on Friday, October 26.  Based on the economic data and projections we’ve seen, the economy grew at a moderate to strong pace in the third quarter, w

Investors have been digesting a number of important global developments this year: fiscal stimulus, trade tensions, divergence in global policy and currencies, and political developments. As 2018 heads into the fourth quarter, we’ve put togethe

The Federal Reserve (Fed) wrapped up its most recent monetary policy meeting on Wednesday, September 26. While the Fed raised its policy rate, as expected, the more important outcome was the Fed’s guidance on future policy through its statement