As we turn the page on the calendar and embark on a new year, the outlook for the investment markets seems abundantly clear. The economic expansion, while on shaky ground at various points in time last year, now appears to be solidly on track. Growth is stabilizing, and we’re seeing a firming in the previously weak manufacturing sector. Fears of recession have dissipated. Virtually everyone is bullish on U.S. stocks. However, no one expects a..
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Welcome to “The Week Ahead” where we take a moment to provide our thoughts on what we can expect in markets and the economy during the upcoming week.
Each time the calendar turns, it is traditional for market economists to release detailed macro forecasts for the year ahead. Target macro forecasts (insert rolling eyes emoticon here) on levels for the S&P500 and the U.S. 10-Year Treasury yield to us seem flagrantly presumptive given economic..
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Welcome to “The Week Ahead” where we take a moment to provide our thoughts on what we can expect in markets and the economy during the upcoming week.
Should auld acquaintance be forgot,and never brought to mind?Should auld acquaintance be forgot,and auld lang syne?
This week we will witness the turning of not just another year, but another decade. The first calendar decade without a bear market (generally regarded as a 20% drawdown in the..
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