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Flattening of the yield curve causes concern
U.S. data is running contrary to the warning signals from the yield curve.
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commentary
Federal Reserve and transformational technology
Weak demand and high prices mute the housing market, retail sales stronger than expected, and weakness in the manufacturing sector.
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Two key drivers of the stock market reverse
Jobless claims remain low, consumer confidence rebounds, and Internet sales continue to rise.
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Market Action - China Trade War
Our outlook on China and investment strategies.
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Interest rates and trade concerns
The stock market in the first quarter was driven by the Federal Reserve "wait and see" approach, and the expectation that U.S. and China would resolve their trade disputes.
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U.S. economy grows above expectations in the first quarter
Higher exports, inventory investment helped to offset slower growth in consumers and businesses.