Insights

US housing

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U.S. – China trade deal signed; equities hit new highs

The Big NumberDecember’s seasonally adjusted annualized rate of U.S. housing starts. What this meansU.S. housing starts were at their highest...

U.S. Economic Strength Helps Domestic Equities Outperform

Key inflation data for the month of July was released last week. Core inflation (as measured by the consumer price...

U.S. Economy Stays Strong as the Fed Holds Steady

The Federal Reserve Board last week left a key short-term interest rate unchanged, as expected. But the Fed also explicitly...

Stocks Buoyed by Strong Earnings, Easing of Trade War Tensions

A big week, economically, as GDP for the second quarter of 2018 was released. The economy during the quarter grew...

Stock Market Cyclicals Show Strength

A mixed bag of economic news last week saw, on the plus side, U.S. industrial production and the Philly Fed...

Global Stock Markets Perk Up as Investors Consider

There was plenty of new economic data for investors to parse last week. Some of it, such as core CPI...

Stocks Up, Volatility Down as Q3 Begins

Economic news during the holiday-shortened week was mostly positive: We saw better-than-expected results from the Institute for Supply Management’s manufacturing...

Economic Signals are Strong as Quarter Ends

The second quarter of 2018 ended with economic signals both strong—new home sales in May were well ahead of forecasted...

Defensive Sectors Outperform as Quarter End Nears

A mixed week for the global economy saw U.S. housing starts beat expectations but existing home sales and building permits...

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