Global Economic & Market Commentary — Fourth Quarter 2019

Outlook for 2020 Growth will remain slow in 1H 2020, but we have likely seen a bottoming in manufacturing data. A robust labor market will keep consumption…

Global Economic & Market Commentary — Fourth Quarter 2019

Global equities ended the decade with a fourth quarter surge fueled by Fed cuts and positive geopolitical developments, namely a Phase one trade agreement…

Global Economic & Market Commentary — Third Quarter 2019

We enter the fourth quarter with the lagged effects of policy uncertainty visible in both hard and soft economic data. Global growth has slowed, led by…