All Posts Tagged: manufacturing

Investment Insights: A fragile mood

Wade Balliet
Posted by Wade Balliet
Investment Strategy

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.

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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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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: A Fed rate cut is still needed

Scott Anderson
Chief Economist

Despite positive readings on some major U.S. economic indicators in June and July, red flags surrounding future growth continue to appear.

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