All Posts Tagged: trade war

U.S. Outlook: Will consumers save the day?

Scott Anderson
Chief Economist

U.S. consumers won’t be able to keep spending at a growth rate of more than 3% in the quarters ahead.

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Investment Insights: Delaying the inevitable

Wade Balliet
Posted by Wade Balliet
Investment Strategy

The most recent rally in stocks seems to be stalling as tensions escalate between the U.S. and Iran, and as investors hold their collective breath in anticipation of President Trump’s meeting with Chinese President Xi Jinping this weekend.

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Investment Insights: Everything’s roses

Wade Balliet
Posted by Wade Balliet
Investment Strategy

Suddenly, everything is seeming pretty peachy. Financial markets appear to be stabilizing as investors digest news concerning the U.S.-China trade war and monetary policy across the globe.

Bond investors are still seeing some turbulence ahead as yields continue to bounce around their lows; the 10-year Treasury yield approached the 2% mark again yesterday.

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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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