Archives for June, 2018

  1. June 25, 2018

    The trade war rhetoric has heated up, although we continue to maintain our view that this is more of a food fight than an actual fight. With trade war tensions dominating news headlines for the better part of 2018, the U.S. large-cap indices have shown low- to… More >>

  2. June 18, 2018

    U.S. equity markets have remained relatively flat year-to-date, despite the phenomenal corporate earnings we’ve seen this year.  Just consider this: The S&P 500 index is up 3.33 percent.  [i] All the while, earnings per share growth in Q1 came in at more than 20… More >>

  3. June 11, 2018

    Last week the Federal Reserve reported U.S. household net worth had crossed over the $100 trillion level for the first time. [i] [ii] That is astonishing, particularly when you consider that U.S. household net worth was under $100 trillion as recently as Q4 2017, and… More >>

  4. June 4, 2018

      Donald Trump’s economic agenda looks to be gaining significant traction.  While U.S. GDP growth came in at 2.2 percent for Q1 2018, the underlying metrics look strong, especially consumption and fixed investments. [i] For Q1, consumption added 0.71 percent to the… More >>