Investment Outlook

 

Economic Outlook Highlights

December 2018     |  Economic and Financial Outlook Highlights   (PDF/New Window)
December 2018    |  Economic and Financial Outlook Highlights  (PDF/New Window) December 2018 | Economic and Financial Outlook Highlights
Moderating economic growth is set to stabilize at an adequate—if not respectable—2%-2.5% in the coming year, as the decade-long expansion continues its assault on a June 2019 longevity record. Added support to consumer-centric growth is coming from an accelerated pace of late-cycle, state and local government spending, and from housing’s anticipated “mini”-revival amid recent mortgage rate declines and improved “affordability” conditions.
View an archive of Economic Outlook Highlights, brief summaries of the economic and financial market outlook along with issues affecting stocks and bonds.


Briefings and Commentaries

January 25, 2019 – Market Comment (PDF/New Window)
January 25, 2019 | Market Comment (PDF/New Window) January 25, 2019 | Market Comment
Taking stock. The stock market’s assault on a fifth weekly gain in five fell short Friday, despite late-inning support from an announced truce in the government’s 35-day partial shutdown. Investors nonetheless could take comfort in a gathering intra-week rally, overcoming deepening pessimism on conditions abroad and periodic disappointment in fourth-quarter earnings announcements that sent the market tumbling at the start of the holiday-shortened week. Optimism over prospects for a U.S.-China trade accord kindled subsequent strength, particularly after late-week news of senior Chinese officials packing the delegation to next week’s round two of talks in Washington, D.C. Overlooked was threatened gridlock over still-material differences between the two sides on intellectual property-rights protection.
View an archive of briefings and commentaries that provide detailed analyses of the current economic climate and investment conditions.

Gary Schlossberg

Senior Economist

Gary SchlossbergAs senior economist, Gary Schlossberg is responsible for assessing the economic environment and providing input to the equity and fixed-income portfolio management teams at Wells Capital Management.

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