Economic Commentary provides a take on the most recent U.S. economic events, indicator releases, and policy developments. These events are put into context of our projections and market views to see the practical implications of the economic moves.
Upon revision, fourth quarter gross domestic product (GDP) grew 2.1% on a seasonally-adjusted annualized basis, maintaining the same pace as the prior release, which was also the consensus expectation.
The Wuhan coronavirus outbreak led to the first market step back of 2020
Insights about the impeachment process and its impact on the financial markets.
Renewed Fed stimulus – we consider the potential impact on U.S. markets and the economy.
Central banks are responding to slow growth with easier policy. Can economies ride the markets tailwind?
Will we have a trade truce or will there be consequences? The truth probably lies somewhere in between but it is important to note that consequences can contain both positive and negative elements.