Stocks have benefited recently from increasing hopes of a Fed rate cut, although investors probably won't get one this week.
U.S. economic data improved in May on balance, even as investors battled a resurgence in U.S.-China trade tensions.
This economic expansion is now one of the longest on record.
Policy uncertainty remains high, particularly around trade.
Our June letter discusses the U.S.-China trade dispute, tariffs on Mexican imports, and the possible effects on financial markets. It also explains why we think the S&P 500 may hit new highs later this year.
Our Five Forecasters are collectively indicating that further economic growth and stock market gains appear likely.
Our Five Forecasters collectively point to economic growth ahead.
Worrisome signals from the bond market contributed to stocks’ first monthly decline of 2019.
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