All Posts Tagged: interest rates

U.S. Outlook: Retail sales boost our Q2 GDP forecast

Scott Anderson
Chief Economist
Busy, crowded street scene in Times Square, NYC

There are still major sectors of the U.S. economy that are actually holding up quite well.

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Investment Insights: Feeling the squeeze

Wade Balliet
Posted by Wade Balliet
Investment Strategy

Stocks continue to recover from a distressing May on increasing dovishness from central bankers and signs of stimulus in China, but tariffs remain a mixed bag. United Technologies and Raytheon have agreed to a merger valued at roughly $90 billion that will create the second-largest U.S. defense-aerospace company after Boeing. Investors apparently aren’t thrilled with the prospect of the combined business as both companies faced notable losses yesterday.

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Investment Insights: You can fight the Fed

Wade Balliet
Posted by Wade Balliet
Investment Strategy

Financial markets are breathing a momentary sigh of relief after one of the biggest negative months in recent memory for stocks.

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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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