The US economy continues to show signs of improvement… The US economy is healing faster than expected, while the US Congress and President Biden are intent on pouring at least one more massive government spending stimulus into the system. They are doing this even though…READ MORE
Economists continue to show optimism… When we combine even more spending with vaccines and warmer weather, the US economy should keep growing. We expect real GDP to grow 4.0% in 2021 (Q4/Q4) while payrolls expand by six million. Read more… – Brian Wesbury, Chief Economist,…READ MORE
Have we reached a turning point to recovery? The world is turning the corner toward recovery. Economic growth is making a comeback. The International Monetary Fund (IMF) estimates that global GDP will climb 5.2% in 2021. But risks to recovery remain, chief among them a…READ MORE
With COVID-19 vaccines arriving, and the election (almost) behind us, what’s in store for the markets? For next year, the fundamentals continue to suggest a bullish outlook. Our year-end 2021 call for the S&P 500 is 4,200 (up about 15% from last Friday), and we…READ MORE
COVID-19 developments, not the Election, will have the bigger impact on the financial markets… • As the November election approaches, many investors are considering how they should position portfolios ahead of the election. It is always a good principle not to let how you feel…READ MORE
