Slowing, Stalling, Falling… But Maybe Not So Much
Our theme in this quarter’s Financial Insights is “Slowing, Stalling, Falling… But Maybe Not So Much”. We investigate how despite a slowing Chinese economy, measures of economic growth in the U.S. are headed in a positive direction. In addition, we examine the potential impacts of our two main concerns looking ahead: commodity prices and the normalization of interest rates. Despite factors leading us to proceed with caution, we’re comforted by market indicators showing strength in the U.S. economy.