Markets & Economy
2019 Outlook: A Soft Landing for the U.S.
U.S. growth diverged from the world in 2018. In 2019, it will likely converge.
Markets & Economy
What Negative Years Tell Us About the Cycle
Negative years are rare but there’s little to suggest larger problems loom.
Markets & Economy
The End of U.S. Equity Leadership?
We expect 2019 to be a year of Chinese and emerging market equity leadership.
Markets & Economy
Don't Be Scared by the Death Cross in FANG Stocks
The death cross may be a confirming buy signal for FANG stocks.
Markets & Economy
Today's Market Is Much Stronger Than 1998's
The market environment may seem similar, but today’s conditions are much more favorable.
Markets & Economy
What the Midterm Elections Mean for the Markets
Changes in Washington have not historically impacted long-term performance.
Markets & Economy
Recent Correction May Extend Current Market Cycle
We think the market may have appropriately responded to excessive expectations for U.S. growth.
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