All Posts Tagged: Jerome Powell
Investment Insights: Waiting for a catalyst
Investment Strategy
After hitting a rough patch in the last few months of 2018, the S&P 500 rebounded to gain over 10% in just the first two months of the year, which is already higher than the full calendar year returns in three of the last five years. If stocks continue at this pace for the rest of the year, the S&P would return over 100% in 2019! Unfortunately, we don’t see that as a likely scenario.
Read More ›U.S. Outlook: Dissecting the dots
Chief Economist
Just looking at the Fed’s median forecast gives one a false sense of precision about the future of U.S. interest rates.
Read More ›Instant Analysis: FOMC Decision for December
Chief Economist
U.S. Outlook: Market fears of near-term recession overblown
Chief Economist
As recently as September when U.S. stocks were hitting new record highs, economic optimism was rampant and, in retrospect, probably overdone.
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