All Posts Tagged: equities
U.S. Outlook: What does GDP with a 5.0 handle mean?
Chief Economist
The government’s recent estimate that real GDP grew at 5.0% in the third quarter beat economists’ forecasts and triggered a recalibration of our forecasts for 2015.
Read More ›Economic projections and investment insight for 2015
Investment Strategy
Our 2015 forecast echoes many of the themes from 2014 – an economic recovery driven by growth in consumer spending and lower unemployment.
Read More ›Instant Analysis: November employment report
Chief Economist
The labor market is healing faster than almost any analysts expected just a few months ago.
Read More ›Market insight: Have we entered a ‘corrective’ period?
Investment Strategy
At this point we are revisiting the pullback experienced in January, and, in our view, a period of consolidation is long overdue but difficult to time.
Read More ›
