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Global Economy: An active month saw both the House and the Senate narrowly passing tax reform measures, while the President formally nominated the next Fed Chair. Tax reform is not a done deal, as Congressional leaders will attempt to come up with a compromise that will suit both chambers. Valuations

Global Economy: Common measures of US economic health continue to be positive, with 3Q-17 real gross domestic product (GDP) initially estimated at 3.0%.  Surveys around consumer sentiment and manufacturing ended at multi-year highs, and retail sales posted the best month-over-month results in two and a half years.  That said, Core

Global Economy: Backward-looking economic signals continue to be positive, with 2Q-17 real gross domestic product (GDP) revised up to 3.1%.  While manufacturing and producer surveys remained positive, core PCE, the Federal Reserve’s preferred measure of price inflation, moved down to 1.3% on a year-over-year basis. The unemployment rate dropped to

Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: Themes of mild inflation, moderate growth, low unemployment and persistently low volatility are shared around the globe, even

Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: The global economy finds itself unusually calm, despite being surrounded by several strong currents.  As it relates specifically

Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: Mixed signals continue in the US economy.  The Commerce Department revised 1Q-17 real gross domestic product (GDP) upward

Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: In the US, the Commerce Department revised 1Q-17 real gross domestic product (GDP) upward from 0.7% to 1.2%.

Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: There was a sigh of relief from investors in April following the first round of elections in France

Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: Throughout March, financial markets began to formally take notice of certain “gaps” that have developed across the political

Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: Measures of US economic sentiment continued to gain strength, even as the pace of real activity has yet