We believe true value comes only by understanding how the market fundamentals of supply and demand affect whole sectors or sub-sectors within a portfolio. This guiding principle is how we have become one of the largest providers of financial analysis and reporting services, distributing information, opinions, and strategic commentary on a multitude of topics — practically by the minute.
Forecast Update: Inching Toward Global Tightening
US growth was weaker than expected in the first half, but we expect GDP to strengthen in the second half and in 2018. In part that reflects a more patient Fed, as we expect lower-than-expected inflation will eventually permeate even the FOMC’s thinking.
Chart of the Week: Volatility and the business cycle
Plus “The Week Ahead,” a preview of next week’s potentially market-moving events.
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