Jeffrey Roach

How's It Going? Depends On Who You Ask

by

The post-pandemic economy is treating people very differently, creating a headache for central bankers.

Outlook For U.S. Economy Continues To Brighten

by ,

Geopolitics and rates remain the key risks and, along with valuations, point to modest gains for stocks.

Buy Japan, Hold U.S., Sell Europe

by ,

The investment outlook for Europe does not look as attractive as it did earlier in the year.

Market Responses To Fed (In)Action

by ,

With the Fed seemingly pushing out rate cuts, markets are probably going to be volatile over the next few quarters.

Who Is Right, Fed Or Markets?

by , ,

The markets are pricing in several rate cuts by the end of this year, while the Federal Reserve communicated more rate hikes.

No Landing = No Sense

by

Here are some factors that illustrate how the economy is struggling to find a stable growth path.

Trying To Stick The Landing

by , ,

Strong job market supports case for soft landing.

A Feisty Bull-Bear Debate

by , ,

The latest episode of the debate between stock market bulls and bears has gotten more interesting.

Lessons Learned In 2022

by , ,

Here are some of our lessons learned from 2022--inflation and the Federal Reserve are common themes throughout.

Where Will Housing Go From Here?

by

The domestic economy will likely experience more declines in housing.