Market Outlook: 3Q17
While the headlines of a rising market tell us the economy is improving, the internal make-up of the market—what’s working and what’s not—tells us the economy ...
Market Outlook: 2Q17
While falling rates and oil prices in 2015 created a tailwind for the economy in 2016, rising rates and oil prices in 2016 will create a headwind for the economy in 2017. This will ...
Market Outlook: 1Q17
We said for most of last year that we saw dark clouds gathering in 2017. With the election now behind us, we continue to expect 2017 to be a difficult year for ...
Market Outlook: 4Q16
We see the odds of a US recession in 2017 rising and with them the odds of a difficult stock market. So, we’re moving our portfolios’ equity exposure from a ...
Market Outlook: 3Q16
Supportive global interest rates, an improving US economy that boosts export activity around the globe, and reduced risk of foreign financial crisis should provide a tailwind to US stocks. ...
Let’s Give Future Generations a Speculometer
Published in The Business (London), June 2003 I RECENTLY participated in a roundtable at the OECD in Paris designed to gauge progress toward restoring confidence in financial markets. As the earnest ...
