Longest U.S. Bull Market Ever Means Nothing
We’ve hit the longest economic expansion and bull market in U.S. history, but it can continue, in our opinion.
Fed Takes Boot Off the Throat to Start 2019
The market continues to oscillate between concern of slowing global growth and optimism that U.S. economic expansion can be maintained.
Yield Curve Inversion & Market Discontents
Disruption from trade disputes, rising interest rates, uneven signals from housing and automotive markets, nascent inflation from a tight labor market, concerns about “peak” employment and lapping tax reform (at some point) next year have all served to create fear that the U.S. economic growth will slow and possibly enter recession perhaps in late 2019 or early 2020.