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.
November 2017 | The House and Senate have delivered their respective tax plans with edits occurring in real time. Their paths may differ but their goals of progrowth economic stimulus are aligned.
October 2017 | The two primary levers of economic policy find themselves at an inflection point. The Fed is cooling their ultra-accommodative monetary policy while Washington is turning up the heat on economic growth through potential tax reform.
September, 2017 | U.S. stocks have soared over 250 percent since their March 2009 lows. There has been plenty to worry about since the Great Recession such as Fed policy, Brexit, N. Korea, and political turbulence just to name a few.
June, 2017 | Washington has a full agenda and must hurry with its summer recess approaching, a list of distractions and mid-term election pressures are looming for 2018. Ultimately, we think Washington will get it done but with delay and dilution.
May, 2017 | In this edition, we steer through some conflicting signals the economy and markets have shown us recently so folks don’t feel stuck in the middle of a tug-of-war.
February 28, 2017 | We broadly discuss what is behind the recent rally and what signals to look for in tonight’s speech by President Trump.