U.S. Outlook: The Recession Countdown Clock is Ticking
The bond market is signaling that the U.S. recession countdown clock is ticking, but don’t panic.
Read More ›Investment Insights: A fragile mood
Stock markets continue to swing wildly and notably below their record highs after a surprise bout of volatility last week erased a chunk of this year’s gains. The S&P 500 and global stocks, as measured by MSCI, fell again today, but are still up over 15 percent and 13 percent, respectively, this year.
Read More ›U.S. Outlook: Profits and Bonds Flash Same Downbeat Signals
The inverted Treasury yield curve and U.S. corporate profits are sending downbeat signals about our near-term economic and financial future.
Read More ›Investment Insights: Stocks aren’t a sinking ship
While we haven’t been crying wolf over recession fears or a market correction, our team continues to view risks as skewing toward the downside for financial markets. We maintain our forecast for a potential economic slowing in the latter part of this year and into 2020, which should mean corresponding movement in the stock markets. Our strategies remain relatively defensive in the current environment, and our recent allocation adjustments should contribute positively to our performance.
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