Jeffrey Roach

Outlook For U.S. Economy Continues To Brighten

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

Buy Japan, Hold U.S., Sell Europe

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

Market Responses To Fed (In)Action

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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?

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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

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

Trying To Stick The Landing

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Strong job market supports case for soft landing.

A Feisty Bull-Bear Debate

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

Lessons Learned In 2022

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

Where Will Housing Go From Here?

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The domestic economy will likely experience more declines in housing.