Category Archives: Market Outlook

Outlook for May: The road to nowhere?

We’ve seen this pattern before: Winter hits, and the economy slows; spring comes, and the economy thaws. Despite this weather-induced pattern, the economy continues to progress and the stock market hits new highs. Because of the excruciatingly slow progress of … Continue reading

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Outlook for April: Crunch time?

With spring break, various sporting events, holidays, and the obligatory spring-cleaning chores, April tends to be a month of frenzied activity. This can make us feel crunched for time and perhaps distract us from the marvels of the seasonal change … Continue reading

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Outlook for March: A march higher?

Greece and its creditors (the institutions formerly known as the troika) came to an agreement, in principle, to continue drip-feeding the Greek government enough money to operate until the end of June. Though there is a risk that the funding … Continue reading

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Outlook for February: Shifting momentum

The European Central Bank (ECB) announced a larger-than- expected asset-purchase program when it met on January 25. The knee-jerk response of the markets was to push the euro lower, yields lower, and stocks higher. Other central banks cut rates in … Continue reading

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Outlook for November: A November thaw?

Novembers are usually known for cooling, not warming weather. The thaw we are anticipating is more a thawing of investor sentiment. Although the stock market has marched higher and bond yields have stayed low, investors have been embracing this bull … Continue reading

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Outlook for October: The three don’ts

Everyone has their to-do list. Yet sometimes, success comes from what we don’t do. So here are some items for your don’t-do list: First, don’t put your head in the sand. Even though the din of the news, misinformation, exaggerations, … Continue reading

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Outlook for September: Too soon to get defensive?

New highs in the equity markets and continued strength in the Treasury markets have a lot of investors thinking it’s time to go on the defensive. Interest rates can only go higher, and valuations are stretched, right? Wrong. Interest rates … Continue reading

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Market Roundup for August: False dawns and dusks

Fed Chair Yellen pointed out in her semiannual report to Congress that the U.S. economy has encountered a number of false dawns—when a hoped-for acceleration in growth has failed to materialize—during this recovery. That’s one reason—maybe the main reason—she is … Continue reading

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2014 Midyear Outlook

Few events can freeze economic growth like extremely cold weather can—and did—at the beginning of the year. But with the warmer weather, growth returned—and our capital market strategists expect it to continue. Here are the key themes they’ve identified so … Continue reading

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April: A month of reckoning?

In many parts of the country, the weather has taken a slight turn for the better. The economic data released for the first quarter of the year has been viewed as being distorted by the weather. With the start of … Continue reading

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