While the broad outline of a negotiating period was a positive takeaway from the trade agreement between Presidents Donald Trump and Xi Jinping at the G-20 summit…
Last week, dovish language from the Federal Reserve (Fed) fueled one of the strongest rallies in U.S. stocks this year…
We expect robust capex growth to resume once U.S. businesses get more clarity around trade…
We still believe trade’s economic impact will be limited, but the indirect consequences should be monitored…
We believe wage growth (and labor costs) will remain manageable amid the Fed’s gradual approach and changing labor market dynamics…
As financial markets fluctuate, we encourage investors to focus on solid U.S. economic fundamentals…