All Posts Tagged: monetary policy

U.S. Outlook: I hope you like whitewater rafting

Scott Anderson
Chief Economist

If you follow the economy, you’re going to feel like you’re on a whitewater rafting ride in the months ahead. Monetary stimulus may not be enough to reverse a sharp economic slowdown just ahead of us.

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Investment Insights: Stocks aren’t a sinking ship

Wade Balliet
Posted by Wade Balliet
Investment Strategy

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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Investment Insights: Fed up with the Fed

Wade Balliet
Posted by Wade Balliet
Investment Strategy

U.S. stock markets seem to be wavering as earnings results flow in and geopolitical risks come back into focus despite a dovish turn from the Fed that renewed investor enthusiasm.

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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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