All Posts Tagged: investors

U.S. Outlook: Fed gambles on inflation’s return

Scott Anderson
Chief Economist

Mixed messages continue to be thrown off by the U.S. economy, and this week we can add retail sales and consumer inflation for May to the list of economic indicators that continue to disappoint analysts’ expectations.

Chart showing sales growth/loss by category, compared to a year ago.For more on this, see highlights of my report below, followed by a link to the full U.S. Outlook, delivered on June 16.

Key observations:

  • The three-month moving average on retail sales is running at about half the pace seen over the past 12 months.
  • Inflation is showing signs of moderation after a sharp rebound in the first quarter.
  • The combination of a somewhat less dovish Fed and diminishing growth and inflation expectations is compressing the Treasury yield to an extent that rivals the lows of the expansion.
  • Bank credit has already tightened for CRE and auto lending, while loan demand has weakened pretty much across all segments.

Click here to read my full report.

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These bonds make it easy to be ‘green’

Steve Prostano
Family Wealth Advisors
Revitalized urban park on a river bank.

Investor demand for green bonds has surged in recent years, according to the Climate Bonds Initiative.

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Investment Insights: Stocks stay resilient as controversy rises

Wade Balliet
Posted by Wade Balliet
Investment Strategy
Offshore oil rig in the distance, surrounded by open ocean with a faint sunset in the background.

Our team believes geopolitics has taken center stage for financial markets and will likely be the main influence of direction over the short term.

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U.S. Outlook: Intrigue hijacks the policy agenda; risk on the rise

Scott Anderson
Chief Economist
Graph showing rise of President Trump

Beyond this quarter, the economic and policy outlooks are becoming cloudy again.

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

Scott Anderson
Chief Economist
Graph showing recent decline in the CBOE volatility index.

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

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