All Posts Tagged: treasuries

U.S. Outlook: Feeling good — is it the stock market or the economy?

Scott Anderson
Chief Economist

Investors have gotten extremely comfortable with the economic environment and outlook — some would say the mood is positively complacent.

Graph showing recent decline in the CBOE volatility index.It’s not only stock investors; bond investors are not risk-averse today, either.

For more on these developments, see highlights of my report below, followed by a link to the full U.S. Outlook, delivered on Feb. 24.

Key observations:
  • I would argue the market has gotten a bit ahead of the economic reality.
  • We still forecast Q1 GDP growth of around 2.1%, pretty close to the expansion average growth rate of 1.8%.
  • Industrial and personal/household data have actually undershot expectations.
  • The economic releases for next week should show a modestly improving economy.

Click here to read my full report.

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Investment Insights: Trump’s stock market love potion

Wade Balliet
Posted by Wade Balliet
Investment Strategy
Stock market in Manhattan by Wall Street

The combination of improving economic data, stronger corporate earnings, and, particularly, potential policies from the Trump administration has created a heady brew for domestic equity markets.

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U.S. Outlook: Fixed income markets on the move

Scott Anderson
Chief Economist
Graph showing 10-year yields on bonds of US, Germany, and Japan.

In this week’s report, I look at what may be behind the sell-off in fixed income markets and what implications we may expect.

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