Newsletter is now available Download. Economic growth continues to be moderate. The consensus forecast for real GDP (Gross Domestic Product) growth from economists is 2.20% for 2017 and 2.30% for 2018. The impact on GDP growth from hurricanes Harvey and Irma is expected to be temporary and should not alter the direction of the domestic […]
Newsletter is now available Download. Consensus U.S. GDP (Gross Domestic Product) estimates for 2017 and 2018 ticked up slightly during the first 3 – 4 months of the year based on the anticipation for implementation of at least some of the Trump agenda. The most recent estimates have ticked down slightly as healthcare and tax […]
It is always good to be reminded that the bulk of the return from a bond comes from coupon income.
Initial reaction to this summer’s surprising decision by voters from the UK to leave the EU initiated a sharp selloff in global equity markets.
Q1 2016 was a great quarter for bond investors. It served as a reminder that there is still life in the bond market and there are benefits to a diversified portfolio.
The 2016 first quarter is now in the books and it is time to revisit the forecasts.
Two significant differences between emerging and developed economies is a growing vs a shrinking middle class and higher vs lower birth rates.
At the beginning of the year we made some predictions about what might happen in 2015.
Fears of slower Chinese economic growth and the resulting decline in demand for commodities has weighed heavily on equity markets around the world.
Recent economic data releases have been on the soft side of expectations.