As we write, there’s breaking news that top negotiators from Canada and Mexico have joined U.S. counterparts in Washington on November 27 to discuss the USMCA trade agreement that has been stalled for many months in the U.S. Congress. Recent comments from Speaker Nancy Pelosi and Representative Richard Neal suggest Read more…
Investors trying to stay focused on significant economic and financial news have been especially challenged in recent weeks, with high political drama unfolding in Washington and seemingly monopolizing journalists’ attention. One of the longstanding legislative items that could be significant for markets and the U.S. economy is the fate of Read more…
A longer-term perspective on Mexico. It’s easy for investors to be captivated by headlines; in the case of Mexico, these can be mystifying. It’s hard to understand Mexico’s motivation for continuing to allow the migrant flows that have caused concern in the U.S. and angered the U.S. administration. In a Read more…
Market Summary The U.S. Economy and Stock Market The U.S. economy continues to move ahead as do the U.S. stock market and U.S. corporate profits, which as we all know, lead the outlook for stocks. Most agree that the growth rate of the economy will slow in 2019, after the Read more…
Our Outlook for 2014 in Brief North America U.S.: As we have been saying, the economy in the U.S. will grow in 2014 by a surprising amount. Corporate spending is rising and employment will follow. We anticipate U.S. GDP growth real growth of 3.5 percent and inflation of 1.2 percent, for total Read more…
Investment Summary We remain bullish on U.S. stocks, and as we mention from time to time we remain bearish on the U.S. bond market. In our opinion, bonds have rolled over after a 30+ year bull market and we expect bond prices to continue to fall. Today, the differential between the U.S. Read more…
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