Insights
After reviewing the economic and market environment we offer the following comments.
November 2019
- Headlines — There's Always More to the Story
- Economic Indicators: Close to Neutral, but Still Growing
- Employment Indicators: Firing on All Cylenders
- Monetary Policy: Accommodative
- Yield Curve: Flattening
- Momentuam: In Favor of Risk Assets
- Credit Spreads: Volatile
- What About the Geopolitical Landscape
August 2019
- Hitting The Gas
- Dual Mandate Status Update
- Global Growth Divergences
- A Change in Policy
- Implications
May 2019
- Finding the Big Picture
- Highland Diffusion Index
- Business Activity
- Consumer Activity
- Economic Activity
- Market Activity
- Viewpoint
March 2019
- Crossroads
- Shifting Market Backdrop
- Navigating the Wilderness
- Recession or Rally?
November 2018
- Imbalances—Tipping the Scale in Portfolios
- Shifting Market Backdrop
- Global Growth Divergences
- Focus on the Framework
- Having the Courage to Stay Convicted
August 2018
- Separating the Notable from the Noise
- Trade Game
- Business Sentiment
- Diffusion Index
- Conclusion