All Posts Tagged: Federal Reserve

U.S. Outlook: When giants fight

Scott Anderson
Chief Economist

The impact of the trade war escalation is clearly visible in our lowered forecasts for U.S. GDP growth, interest rates and inflation. We have cut our near‐term consumer inflation forecasts as oil, energy, and metals prices plunge and the dollar strengthens on flight‐to‐safety capital flows.

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Investment Insights: Reaching the endgame

Wade Balliet
Posted by Wade Balliet
Investment Strategy

“Better than expected” is the expression that keeps coming to mind for investors as the first quarter earnings season continues to beat forecasts.

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Investment Insights: The dichotomy of directions

Wade Balliet
Posted by Wade Balliet
Investment Strategy

The Global Investment Management team has been concerned about the relative trends of equity and bond markets since the beginning of the year, following the complete reversal of the Federal Reserve’s rhetoric in three short months.

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Investment Insights: The upside down

Wade Balliet
Posted by Wade Balliet
Investment Strategy

Financial markets faltered last week over global economic growth concerns and a corresponding move in Treasury rates that left investors feeling anxious.

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