A potential rate cut may give stocks a lift.
Policy uncertainty remains high, particularly around trade.
The May through October period has historically been the weakest six months for equities.
We expect a moderate pace of economic growth accompanied by gradual interest rate increases in the third quarter.
U.S. economic and earnings growth continue to stand out globally and support our positive view of U.S. equities.
The disconnect between the market’s and the Fed’s projections for interest rates is growing.
EM could be an intriguing contrarian idea given that the bearish sentiment appears to be approaching extreme levels.
We continue to favor EM (and U.S.) equities over their developed international counterparts.
Fourth quarter earnings season has produced exceptional results and very optimistic outlooks from corporate America.
Passing a bill by the end of 2017 remains a long shot, but the first quarter of 2018 is plausible.
Please log back in before proceeding.
There was an error logging in. Please try again.
Congrats! You are now logged in. Your exam is being submitted.
