Economy Picking Up Speed
We explain why inflation is making headlines and why investors should not be overly concerned.
Raising GDP And Stock Market Forecasts
The resiliency of the US economy continues to exceed expectations, supporting our increased forecast for growth and corporate profits in 2021.
GDP Bounces Back
GDP expanded 33.1% on an annualized basis in the third quarter, ahead of consensus expectations of 32%, fueled by the continued reopening of businesses and reversing much of the economic fallout stemming from COVID-19-related lockdowns.
Should We Trust the Polls?
As the race for the White House enters the homestretch, some indicators suggest the election may be closer than polls are saying. GDP, stock performance, and the US dollar all have a history of picking the winner.
Biggest GDP Contraction Ever
The best thing we can say about today’s US gross domestic product (GDP) report for the second quarter is that it’s behind us. GDP contracted at a 32.9% annualized rate …