Signs of Spring | Weekly Economic Commentary | April 8, 2019
Leading indicators in jobs, manufacturing, and markets suggest economic acceleration.
Source: WEEKLY COMMENTARY
Leading indicators in jobs, manufacturing, and markets suggest economic acceleration.
Source: WEEKLY COMMENTARY
Our April letter comments on the S&P 500 Index’s strong first quarter and steady but slower GDP growth.
Source: WEEKLY COMMENTARY
This week we share our “Final Four Factors” for the stock market in 2019: 1-Policy, 2-the
Economy, 3-Rates, and 4-Profits.
Source: WEEKLY COMMENTARY
A rebound in global conditions, capital expenditures, and sentiment may help fuel growth.
Source: WEEKLY COMMENTARY
Last week, the 10-year Treasury yield fell below the 3-month yield for the first time since 2007.
Source: WEEKLY COMMENTARY
Following the stock market’s recent move higher, coupled with a slightly weaker economic and corporate profit outlook, the risk-reward trade-off in stocks has become less attractive.
Source: WEEKLY COMMENTARY
WEC Description: February’s job growth was disappointing, but it followed the biggest two-month gain since 2016.
Source: WEEKLY COMMENTARY
Large caps may be better positioned than small caps, given where we are in the business cycle.
Source: WEEKLY COMMENTARY
U.S. economic data were sound in February, even as confidence fell amid uncertainty from global trade and political headwinds.
Source: WEEKLY COMMENTARY