Author: Scott Anderson
For the first time since early 2018 when the U.S.-China Trade War came on the scene and early 2019 when Brexit deadlines came and went, we believe downside tail risks for the U.S. and global economy are measurably easing.Read More ›
Nonfarm payroll growth accelerated to 266k jobs last month easily surpassing the consensus forecast looking for a 180k job gain.Read More ›
With U.S. stock prices near all-time highs, equity investors have already positioned themselves for a soft landing for the U.S. economy and an acceleration in earnings and economic growth next year.Read More ›
In August, the Business Roundtable said it was redefining the purpose of U.S. companies. The manifesto signed by 181 CEOs declared that corporations should do more than line shareholders’ pockets: they should also invest in their employees and protect the environment.
The statement was admirable and lofty, and as part of a company with best-in-class environmental policies, I was pleased with that news. That said, there’s a critical piece of sustainability missing from that charter.