Investor sentiment remains uneven, but we believe the fundamental backdrop is stronger than many believe.
Investor uncertainty and pessimism are high, but the underlying fundamentals are stronger than widely perceived.
The negative feedback loop that dominated financial markets earlier this year has faded and reversed.
Investor attention has been focused on the Fed, as the prospects have risen for an earlier-than-expected rate increase.
Consumer spending remains on track and should be a tailwind for the broader U.S. economy.
The recession in global earnings growth may be ending.
We expect the Fed to enact another rate increase at some point this summer.
Equities rallied again last week and are near the top of their current trading range.
U.S. economic growth is slow, but may accelerate in the coming quarters.
The long-term outlook for equities is positive, but only if corporate earnings results improve.
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