Wage growth, corporate earnings momentum and low inflation should support gradual interest rate increases.
Investors are waiting for a catalyst that could cause a sustained positive or negative breakout in equity markets.
Positive growth, low inflation, climbing earnings and an accommodative Fed have pushed equity prices to record highs.
As long as global economic growth improves modestly, we expect corporate earnings can climb.
Equity valuations can be sustained or climb further, as long as corporate profits and earnings rise.
Economic data has trailed off in recent weeks, but we see reasons to expect a renewed acceleration.
U.S. economic growth should rebound in the second quarter and corporate earnings will remain solid.
The firing of James Comey adds to doubts about President Trump’s ability to accomplish his major legislative goals.
U.S. economic data has been mixed in recent weeks, but we expect growth will improve.
Political optimism over the prospects of progrowth policies in the United States is fading.
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