Blog

Geopolitical matters have complicated the tug-of-war between fiscal and monetary policies and contributed to investor concerns about increased policy uncertainty.

The U.S. economy continues to perform well when compared to the rest of the developed world, and is still exhibiting growth near its long-term trend…

Since we began highlighting the return of fiscal leadership as a primary driver for economic and market activity nearly two years ago…

There’s a growing pile of negative-yielding debt around the world amid extraordinary monetary policy initiatives…

We lowered our 2019 earnings growth forecast for the S&P 500 Index on August 19 due to increased risk to economic growth and corporate profits from the ongoing trade conflict…

We recently reduced our year-end forecast range for the 10-year U.S. Treasury yield from 2.5–2.75% to 1.75–2%…