Finally, we had some decent U.S. macroeconomic developments. As reported on Friday, with U.S. GDP growing at 2.9%, this is the best quarter over quarter growth since mid-2014. [i]
Behind the headline numbers lay some interesting details.
First, the U.S. Consumer (as we… More >>
As we approach the end of this political silly season, it's not surprising to see the range of concerns shared by investors and advisors alike.
Taken from the Eaton Vance Top-of-Mind Index survey: [i]
The Fed’s impending rate rise is the top concern
Following in second… More >>
As we start the 2016 Q3 earnings report season, it's prudent to take a look at how this third quarter might turn out. Now that the election outcome is looking a little more certain and "status quo" oriented, market participants might take this time to start turning their… More >>
Relative to the last few decades of cooperation, it’s becoming increasingly clear that the entire world is adopting a competitive footing.
This is a timely matter seeing as we are in the middle of a national election that will select the person that will lead the world to… More >>
With the start of the Fourth Quarter, we are pleased to present you our Q4 Look Ahead.
For a PDF copy, click here.
For our audio and video presentation, click here.
Below we've highlighted a number of key themes from our Q4 Look Ahead.
1. Are the negative interest rate… More >>