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Market Outlooks
Is This the End of Quantitative Tightening?
This piece is approved to use with clients.
At a time when global growth is already under close scrutiny, the threat of trade tarriffs has returned.
Market Outlooks
Asset Allocation Viewpoints
Our Asset Allocation Viewpoints can help you have more actionable conversations with clients. Get the latest thinking from our Asset Allocation Committee—comprised of some of our most senior investment professionals—to find out what’s resonating with other intermediaries.
Market Outlooks
Strategas Insight: The "Earnings Recession" that Wasn't
Although nothing new, questions do persist about the long cycle’s durability. A cursory look at recent headlines from the financial press might leave one believing that the worst is upon (and even ahead), as opposed to behind us. However, these headlines diverge from the strength of the underlying economic data which suggest a slowing, but still growing economy.
Market Outlooks
Strategas Insight: Here’s to Ten More Years
Throughout the second half of last year, we highlighted a growing concern over the double-barreled risk of potential policy errors on both monetary and trade fronts. Indeed, data in 1Q2019 has softened.
Market Outlooks
Strategas Insight: Is the Long Cycle at a Crossroads?
Read the newest Strategas Insights for insight on earnings, data, macro, and other key factors affecting the US economy in the near term.
Market Outlooks
Strategas Insight: 'Tis The Season
There is just something about the holidays. You know that time. You know that feeling. It can be restorative and enjoyable (even necessary) to purposefully turn from daily occupations—particularly if they involve navigating the current frustratingly volatile global markets—to spend time with family and friends in the celebration of health and good fortune.