The economy and markets are at the nexus of positive tailwinds and negative headwinds.
Fiscal policy stimulus, strong corporate earnings and unemployment numbers as well as high consumer and business confidence are positives. But deficits, debt, tightening monetary policy and political plays like tariffs and investigations – to name a few – are headwinds. Just which way is our market headed? Is a recession in our future?
In the Summer Market Commentary, “Conflicting Headwinds and Tailwinds: Which Way Forward?” President and Chief Investment Officer Reed Murphy argues for vigilance in investing during these uncertain times and untangles the intricacies of these conflicting market patterns.
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Get in the Know – Summer 2018 Market Commentary
Read the complete commentary, including a market recap and portfolio implications.
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Click here to read the complete commentary, including a market recap and portfolio implications »