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The Economy and the Markets | Fourth Quarter 2017

Get ready for a year in the economy and markets that could be, as an often-quoted baseball legend said, “Déjà vu all over again.”

The Economy and the Markets | Third Quarter 2017

Markets are behaving as if we’ve entered a Goldilocks economic environment that is neither too hot nor too cold.

The Economy and the Markets | Second Quarter 2017

Optimism about the new administration’s growth proposals have certainly faded from early in the year.

The Economy and the Markets | First Quarter 2017

Investors focused on Trump administration signals that government or fiscal policy will indeed propel the U.S. economy and markets to higher levels.

The Economy and the Markets | Fourth Quarter 2016

The election of Donald Trump as president of the U.S. was by far the biggest political and economic event of the fourth quarter.

The Economy and the Markets | Third Quarter 2016

The third quarter was mostly about global monetary policy, slowing economic growth and the upcoming U.S. Presidential election.

The Economy and the Markets | Second Quarter 2016

Leading up to the Brexit vote in the U.K., the U.S. economy was improving and markets were stabilizing.

The Economy and the Markets | First Quarter 2016

Our forecast for higher volatility this year lived up to expectations right from the start. Stock, commodity and credit markets tumbled early in the quarter