Economic trends generally improved in November, even after strong gross domestic product (GDP) growth over the last two quarters.
Month: December 2018
We view last week’s market decline as a retest of the October–November lows.
Conflicting messages from government officials led investors to question initial trade-deal optimism.
We reflect on the 2018 markets and provide our expectations for 2019.
Fed fund futures are more dovish than the Fed’s dots, but the Fed is treading carefully.
Last week’s stock market rally was driven by optimism (now clearly warranted) surrounding U.S.-China trade talks and a more dovish Fed.