Market Projections
Q2 2022 Investment Outlook: What a Difference a Year Makes
2022 has had a difficult start. Bond and stock markets are both negative year to date (as of the end of May)
Q1 2022 Investment Outlook: What the Heck Happened to Our Punchbowl?
What happens when the Fed stops spiking the punch with fiscal stimulus? Will the longest-running party in history be over?
Q4 2021 Investment Outlook: The Global Economy on Edge
Given all the activity this autumn in the world of economics, politics and investing, it feels like we are on the edge of something, but it is unclear
Q3 2021 Investment Outlook: A Rose by Any Other Name Would Smell as Sweet
The U.S. equity remains a solid performer. But the impact of COVID-19 resurgence creates a large unknown for equity markets outside the U.S.
Q2 2021 Investment Outlook: Is the Stimulus Endgame a Phoenix or an Icarus?
Will the world rise from the ashes for a long period of prosperity or will fiscal and monetary stimulus cause us to fly too high?
Q1 2021 Investment Outlook: The Recycled Global Economy
Are we in the early stages of recovery after the pandemic or back to the late-stage environment we experienced in late 2019?
Q3 Investment Outlook Update: The Fed’s FAIT Accompli
Put recent market developments in perspective.
Q2 2020 Investment Outlook Update: A Shot in the Arm
Just what the doctor ordered in the midst of a pandemic
Q1 Update to the 2020 Investment Outlook
In our January 2020 Investment Outlook, we concluded that the world in general looked poised for persistent growth.
