All Posts Tagged: equities

U.S. Outlook: What does GDP with a 5.0 handle mean?

Scott Anderson
Chief Economist
Graph showing growth & declines in GDP over past several years.

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.

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Economic projections and investment insight for 2015

Wade Balliet
Posted by Wade Balliet
Investment Strategy
Older couple sitting on large rock on a beach, looking out toward the water and bright horizon.

Our 2015 forecast echoes many of the themes from 2014 – an economic recovery driven by growth in consumer spending and lower unemployment.

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Instant Analysis: November employment report

Scott Anderson
Chief Economist
Crowd of people walking to work (seen from behind) in an urban center walkway.

The labor market is healing faster than almost any analysts expected just a few months ago. 

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Market insight: Have we entered a ‘corrective’ period?

Wade Balliet
Posted by Wade Balliet
Investment Strategy
Partial side view of stock market information display with bright, bustling city nightlife in the background.

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.

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