The economy and the markets

The Economy and the Markets | Fourth quarter 2019

Risk on! Returns across asset classes were almost universally positive in 2019, a stark contrast to the story of 2018.

The Economy and the Markets | Third quarter 2019

Inflation expectations softened, and growth projections barely budged. This raised concern that conventional policies may be less effective this time around.

The Economy and the Markets | Second quarter 2019

Strong labor markets and a near record expansion are facing off against persistently weak inflation, decelerating growth, and a possible earnings recession.

The Economy and the Markets | First quarter 2019

Economic growth in the U.S. has slowed more than we expected, but the ingredients for a recession are not in place.

The Economy and the Markets | Fourth quarter 2018

The robust U.S. economy showed signs of fatigue after coming off the third quarter’s exceptionally strong 3.5 percent growth rate.

The Economy and the Markets | Third quarter 2018

The third quarter is looking like it’s going to register another strong performance, pushing the second quarter’s already strong pace.

The Economy and the Markets | Second quarter 2018

The good times roll - growth, employment create economic momentum. The economy in the second quarter continued its forward momentum.

The Economy and the Markets | First quarter 2018

While nothing seemed to rattle the markets in 2017, volatility made a return in 2018’s first quarter.

The Economy and the Markets | Fourth quarter 2017

Get ready for a year in the economy and markets that could be, as an often-quoted baseball legend said, “Déjà vu all over again.”

Economy markets risk

The Economy and the Markets | Fourth quarter 2019

Risk on! Returns across asset classes were almost universally positive in 2019, a stark contrast to the story of 2018.

Federal reserve

The Economy and the Markets | Third quarter 2019

Inflation expectations softened, and growth projections barely budged. This raised concern that conventional policies may be less effective this time around.

Fluctuating stock market

The Economy and the Markets | Second quarter 2019

Strong labor markets and a near record expansion are facing off against persistently weak inflation, decelerating growth, and a possible earnings recession.

Conceptual image of global stock markets

The Economy and the Markets | First quarter 2019

Economic growth in the U.S. has slowed more than we expected, but the ingredients for a recession are not in place.

Bumpy desert road

The Economy and the Markets | Fourth quarter 2018

The robust U.S. economy showed signs of fatigue after coming off the third quarter’s exceptionally strong 3.5 percent growth rate.

Smiling businessman

The Economy and the Markets | Third quarter 2018

The third quarter is looking like it’s going to register another strong performance, pushing the second quarter’s already strong pace.

Older businessman presenting to coworkers

The Economy and the Markets | Second quarter 2018

The good times roll - growth, employment create economic momentum. The economy in the second quarter continued its forward momentum.

Silhouette of a bear and bull, stock market concepts

The Economy and the Markets | First quarter 2018

While nothing seemed to rattle the markets in 2017, volatility made a return in 2018’s first quarter.

New Years Eve fireworks over a city

The Economy and the Markets | Fourth quarter 2017

Get ready for a year in the economy and markets that could be, as an often-quoted baseball legend said, “Déjà vu all over again.”