Each month we highlight voices we respect from around the marketplace. Here’s what they’re saying… Recent (GDP) data looks like second quarter, instead of being 2.1%, is going to be under 2%. Experts say this quarter looks under 2%. I don’t see a recession, (but)…READ MORE
Each month we highlight voices we respect from around the marketplace. Here’s what they’re saying… In the first half of 2019 there were signs of a slowdown in economic growth…We expect this pattern to continue for the rest of this year and into 2020 with…READ MORE
Each month we highlight voices we respect from around the marketplace. Here’s what they’re saying: Events are changing rapidly, and that’s why we are seeing higher levels of market volatility almost on a daily basis. If you could put aside the trade disputes for a…READ MORE
Each month we highlight voices we respect from around the marketplace. Here’s what they’re saying: Summer tariff increases are likely to keep consumer spending sluggish. We believe declining spending would result in near-term weakness for the consumer, but not a bear market. U.S. consumers are relatively…READ MORE
Considering the recent market volatility, we’d like to share the thoughts of our investment committee. Stocks have come under pressure as trade negotiations between the U.S. and China heat up. In our view, both countries would benefit from easier trade policies which give us a…READ MORE
