All Posts Tagged: The Fed

A Positive Surprise From November Payrolls

Scott Anderson
Chief Economist

Nonfarm payroll growth accelerated to 266k jobs last month easily surpassing the consensus forecast looking for a 180k job gain.

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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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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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