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Economic growth slows toward a sustainable pace?

This week’s chart explains why weaker-than-expected Q3 forecasts shouldn’t stoke recession fears, but may spur reconsideration of income and growth sources.

Economic growth and payrolls: The old ball and chain

Strong payrolls can’t fix slow growth.

Economic and financial market impact of coronavirus (COVID-19)

Chief U.S. Economist Lara Rhame explains the possible economic and market impact of the epidemic.

Economic activity and volatility both slow. But for how long?

Economic activity has slowed recently, and so has market volatility. Our chart examines this relationship and asks how much longer it can last.

Earnings power: Equities face a challenged profit landscape

Corporate earnings have hit a snag and could inject volatility into markets going into 2020.

Earnings guidance trails off as economic data remains firm

See how the drivers behind the long-running bull market are evolving as we reconcile strong economic data with markedly below-average Q3 earnings-per-share guidance.

Dueling data leaves market outlook open to interpretation

Economic data as a Rorschach test? Like the famous inkblots, competing good news-bad news releases make market outlooks appear highly subjective.

Dude, where’s my office?

As WFH stretches on, the office – and office investing – take on a new look.

Don’t fight the Fed…high five the Fed!

A new market update from Chief Market Strategist Troy Gayeski
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