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Economic and earnings growth should remain solid

May 1, 2018

Forecasting economic and earnings growth to remain solid. Corporate earnings results are at their best levels in years while stock prices struggle to rise.

Volatility is back in

April 1, 2018

Volatility is back and judging by our macro forecast, it may be with us for some time. Volatility is not bad, but it can provoke behavioral mistakes.

Steve Tuttle comments on tariffs and market volatility

March 2, 2018

Markets are not reacting well to President Trump’s plans to announce tariffs on steel and aluminum imports. What is to come for the investment environment?

The stars have aligned for the US economy to expand further

March 1, 2018

Volatility returns in February, as we saw a stock market correction and impressive rebound within weeks. Read what to expect if volatility levels continue.

Our views on recent market volatility

February 6, 2018

Steve Tuttle responds to the recent market volatility and answers some timely questions: Why are markets selling-off? Is this end of the bull market?

Consumer is the king in the U.S.

February 1, 2018

A strong labor market coupled with accelerating wages and personal income tax reform lead us to believe consumption will remain strong in the near future.

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