Archives for October, 2016

  1. October 31, 2016

      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… More >>

  2. October 24, 2016

      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… More >>

  3. October 17, 2016

      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 >>

  4. October 10, 2016

      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… More >>

  5. October 3, 2016

      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… More >>