Outlook for U.S. Economy Continues to Brighten
When we wrote the annual outlook last November, the data was mixed. Some metrics hinted at emerging cracks in the economy while others suggested the growth trajectory in capital markets …
The Taylor Swift Era, Consumer Spending & Inflation Clarity
As the dog days of summer roll on, and many of us are taking advantage of warm weather and time off to enjoy experiences, American consumer spending patterns are coming into focus.
Downshift in U.S. Market Growth But Still Above Trend
We currently expect the U.S. economy to grow 3.7% in 2022. That is down from the previous 4-4.5% range we predicted but still above trend.
The Stock Market, Economy, and New Year: Three Reasons To Be Thankful
There are only six weeks to go in 2021 and it has been an incredible year for the stock market bulls. In fact, in many ways it could go down as one of the best years ever.