All Posts Tagged: policy

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

Scott Anderson
Chief Economist

Daily economic indicators continue to show the second-quarter U.S. economic rebound remains on track. However, beyond this quarter, the economic and policy outlooks are becoming cloudy again.

Graph showing rise of President Trump's disapproval rating.The political drama in Washington, D.C.,intensified this week and has potentially damaged and/or delayed the Trump administration’s business-friendly economic policy agenda.

For more on this, see highlights of my report below, followed by a link to the full U.S. Outlook, delivered on May 19.

Key observations:

  • President Trump’s ratings are once again revisiting their lowest levels since he took office.
  • Republican lawmakers may be more willing to distance themselves from elements of the president’s tax reform and budget plan — for example, whether to make the tax cuts revenue-neutral or not.
  • Measures of stock market volatility and credit risk show a level of complacency that seems oddly out of place with the dire political headlines of the day.
  • This week’s events call our GDP 2018 forecast into question and tip the balance of risks more toward the downside than the upside in my view.

Click here to read my full report.

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Investment Insights: Excerpts from our Q1 strategy report

Wade Balliet
Posted by Wade Balliet
Investment Strategy
Aerial view of skyscrapers near the river in Shanghai

Everyone seems to be feeling pretty good about the economy and the markets, barring a sneaking suspicion about stock valuations.

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What is title insurance, and how can it help?

Victor Polich
Mortgage Banking
Man in living room standing at a large window, looking out at a bright, tree-filled landscape.

With title insurance, you’re getting an assurance that you really own the property.

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U.S. Outlook: The Fed’s FOMC talks exit strategy in April

Scott Anderson
Chief Economist
Graph showing rising reserve balances at Fed banks.

The markets just got a big reminder that the era of extraordinary monetary accommodation may be in its final days.

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