Q4 2018 |Equity Outlook

Seeking opportunity in uncertainty

Despite risks of inflation and trade conflicts, opportunities exist for equity investors worldwide.

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Seeking opportunity in uncertainty
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Analysis of evolving market themes.

Equities face skepticism over rates and trade

Economic strength is offset by trade risk, a flattening yield curve, and weakness in housing and autos

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Trade war and rising rates create headwinds for global economy

The outlook for global economic growth is easing because of protectionist tariffs, weakness in emerging markets, and rising oil prices.

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Economic Update for November 19, 2018

Economy

  • Retail sales increased 0.8% in October, in an advance estimate from the Census Bureau.
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