ECONOMY SOLID ECONOMY, BUT RISING UNCERTAINTY IN JANUARY REPORTS January’s reports painted a picture of a solid economy struggling with global uncertainty. The Conference Board’s Leading Economic Index (LEI), an aggregate of ten leading indicators, declined 0.1% in...
Macro View Daily Insights Still waiting on trade news. Stocks around the world are quiet this morning as investors wait for trade developments. The public comment period for another $200 billion in tariffs on Chinese goods ended yesterday, and President Trump has...
Macro View Daily Insights Outstanding earnings season by many measures.Second quarter numbers were strong even without the boost from the new tax law, while guidance was generally positive despite tariffs and trade policy uncertainty. With just 15 index constituents...
The minutes from the Federal Reserve’s (Fed) most recent policy meeting sent a message to markets that it would continue its gradual pace for hiking interest rates as it continues to navigate the challenging process of policy normalization it started in December 2013,...
