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Category: Markets & Strategy
Forecast Summaries, Top-Down Asset Allocations, Financial Markets Forecasts August 27, 2018 (Prev. May 15, 2018)
Comments on Current Economic Indicators, Policy & Events– European Central Bank Reading the ECB Tea Leaves
Sinai-Husby Economics and Markets Perspectives: Strong Labor Market and Solid Economy Beginning and Beyond!
Strong Labor Market and Solid Economy—Beginning 2017 and Beyond! Early 2017 data, before actual programs and formal policies from the new Trump Administration and Congress, suggest a continuing strong labor market and solid U.S. economic read more
Corporate tax reform is an important priority of both the president and Congress. Both support a system that would offer much lower tax rates in exchange for closing loopholes, such as the deduction of interest read more
The need for increased infrastructure spending is strong. The slower pace of spending in the last several decades has led to an infrastructure gap approaching $1.4 trillion according to engineering estimates. This puts the focus read more
U.S. Economy: Still Stuck or a “Cyclical Bounce?” Allen Sinai and Andrew Husby A significant pickup in third quarter real GDP and a strong Employment Report for October indicate that the U.S. economy is no read more
Well I am older now but still running, running against the wind. “Against The Wind” lyrics by Bob Seger