Category: Market Outlook

Market Outlook: 3Q19

Market Outlook: 3Q19

The US should avoid economic recession in the coming year, but the odds of an earnings recession—where US corporate profit growth turns negative while overall economic growth does not—...
Market Outlook: 2Q19

Market Outlook: 2Q19

Should the initial signs of improvement we’re seeing here and in China prove out, and with the Fed remaining on the sidelines, 2019 could be very rewarding for investors. Whiplash ...
Market Outlook: 1Q19

Market Outlook: 1Q19

In the fourth quarter of last year, investors, in effect, priced the stock market as if there would be a recession in the US in 2019. We think this was an ...
Arjuna Capital Logo - wealth management, impact investing, shareholder engagement, asset management

Market Outlook: 4Q18

We find ourselves in the unusual situation where the Fed is tapping the brakes with monetary policy while Congress is stepping on the gas with fiscal policy. It appears that ...
Arjuna Capital Logo - wealth management, impact investing, shareholder engagement, asset management

Market Outlook: 3Q18

Left to themselves, the US economy and stock market are healthy and gaining strength. But they’re not being left to themselves, as Trump bulls his way into the china ...
Market Outlook: 2Q18

Market Outlook: 2Q18

The US stock market this year has been a tug-of-war between improving corporate earnings and investors’ decision to pay less for them. So far, the contest is a draw. By ...
Market Outlook: 1Q18

Market Outlook: 1Q18

By most economic measures, things are about as good as they get—without spurring inflation. This is textbook behavior in the late stages of an economic expansion when inflation poses ...
Market Outlook 4Q17

Market Outlook 4Q17

With US wage inflation having paused and leading indicators turning back up, it appears the Goldilocks economy and the bull market in stocks may have further to go. Mixed Signals ...
Market Outlook: 3Q17

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

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 ...

Ready to engage?

we'd love to chat

SEND US A MESSAGE OR SIGN UP FOR OUR NEWSLETTER

Contact Form
Your privacy is important to us. We never sell or share your information.
Sending
Find us on social media