U.S. Outlook: Employment Data Show Rot Beneath the Surface

Scott Anderson
Chief Economist

The latest U.S. employment data may seem solid, but we see clear signs of rot and deterioration below the surface that suggest even slower job growth ahead.

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Investment Insights: Fed up with the Fed

Wade Balliet
Posted by Wade Balliet
Investment Strategy

U.S. stock markets seem to be wavering as earnings results flow in and geopolitical risks come back into focus despite a dovish turn from the Fed that renewed investor enthusiasm.

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Instant Analysis: Fed cuts rates and leaves door open for more easing

Scott Anderson
Chief Economist

The early end of the balance sheet reduction is consistent with the rate cut action today, signaling the Fed monetary policy tightening cycle may be at an end.

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U.S. Outlook: Q2 GDP data show slowdown developing

Scott Anderson
Chief Economist

The devil is in the details of the second-quarter GDP data. We are taking our cue for the economic and interest rate outlook from the darkening business environment.

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