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Corporate earnings growth has ground to a halt, but we think better times lie ahead. While tariffs and ongoing trade uncertainty could delay improvement, we remain optimistic that some progress on trade will be forthcoming and earnings growth could pick up over the coming quarters.
Posted: October 14, 2019, 1:49 pm
Stocks rallied on trade optimism late in the week, erasing the S&P 500 Index's 2% loss through Tuesday
Posted: October 11, 2019, 9:13 pm
Continued economic growth and Fed rate cuts helped support stocks amid ongoing trade uncertainty.
Posted: October 10, 2019, 9:39 pm
Economic data improves in September.
Posted: October 9, 2019, 10:08 pm
Geopolitical matters1 have complicated the tug-of-war between fiscal2 and monetary3 policies and contributed to investor concerns about increased policy uncertainty. Policy uncertainty will likely persist, but we think financial markets will climb this wall of worry.
Posted: October 7, 2019, 12:51 pm