“The herd instincts among the forecasters makes sheep look like independent thinkers.” – Edgar R. Fiedler

Weekly Economic Commentary

Fed Shows Flexibility | Weekly Economic Commentary | December 3, 2018

KEY TAKEAWAYS Recently, investors have been focused on the Fed’s comments about the neutral rate. We recommend investors trust the Fed’s pragmatic approach to policy. Fed fund futures are more dovish than the Fed’s dots, but the Fed is treading carefully. Click here...

Trade Check-In | Weekly Economic Commentary | November 12, 2018

KEY TAKEAWAYS So far, the global economy has avoided a trade breakdown, as exports and imports are growing steadily for both the U.S. and China. Small cracks are forming from the indirect impact of trade tensions, however, and they could become more meaningful over...