All Posts Tagged: Brexit

U.S. Outlook: Global economy firing on all cylinders

Scott Anderson
Chief Economist

One of the reasons the FOMC felt comfortable going ahead with the balance sheet normalization plan and signaling another rate hike before the end of the year was the significant progress that has been made on global economic growth and the improving global economic outlook for 2018.

Graph showing growth in several major economies around the world.The global economy is now more or less firing on all cylinders.

For more on this, see highlights of my report below, followed by a link to the full U.S. Outlook, delivered on Sept. 22.

Key observations:

  • Eurozone and U.K. economic strength have been some of the biggest surprises for the global economic outlook this year.
  • The Bank of England could be the next major central bank to start raising interest rates, perhaps as soon as November.
  • Japan’s economy is turning the corner. It is likely to continue to grow above trend over the next few years.
  • China’s hard landing fears have dissipated this year.

 

Click here to read my full report.

 

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Investment Insights: Draghi trumps Yellen at Jackson Hole

Wade Balliet
Posted by Wade Balliet
Investment Strategy
Pristine valley landscape in Jackson Hole, WYO, with snow-caped moutains in pthe banckround.

Federal Reserve officials and central bankers from around the world met last week at their annual symposium in Jackson Hole, Wyoming, to discuss the future of monetary policy and the global economy.

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Investment Insights: Excerpts from our monthly report

Wade Balliet
Posted by Wade Balliet
Investment Strategy
View from street level looking up at several skyscrapers with the sun rising nearby.

U.S. markets seem to be riding the coattails of the synchronized global recovery despite worries domestically.

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Investment Insights: No summer doldrums for stocks

Wade Balliet
Posted by Wade Balliet
Investment Strategy
rear view of a woman sitting alone in shade under a table umbrella in an empty, sun-drenched urban plaza with a large fountain.

The summer heat and some hot earnings reports seem to be stoking the fire under the stock market.

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Investment Insights: Shaking it off and shaking our heads

Wade Balliet
Posted by Wade Balliet
Investment Strategy
Fireworks in evening sky, with onlookers below.

During this American holiday week, we continue our asset allocation approach in patriotic style with an overweight to U.S. equities and a tip of our hat to other developed nations’ stocks with an overweight to both asset classes.

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