Investment Outlook

 

Economic Outlook Highlights

December 2017     |  Economic Outlook Highlights   (PDF/New Window)
December 2017    |  Economic Outlook Highlights  (PDF/New Window) December 2017 | Economic Outlook Highlights
Tax cuts increase the chances of economic growth next year in the 2.5%-3.0% range from 2017’s estimated 2.3% rate. Support will depend, in part, on the ripple effects of fiscal stimulus throughout the economy. Sustaining broad-based strength behind a “mini”-burst of activity will depend partly on the economy’s ability to overcome a recent squeeze on household “purchasing power” and late-cycle limits to “pent-up” demand, and to reinforce an investment recovery driven more by sales growth and capacity pressures than by the after-tax return on investment.
View an archive of Economic Outlook Highlights, brief summaries of the economic and financial market outlook along with issues affecting stocks and bonds.


Briefings and Commentaries

January 5, 2018 – Market Comment (PDF/New Window)
January 5, 2018 | Market Comment (PDF/New Window) January 5, 2018 | Market Comment
A fast start. Stocks burst out of the starting block in the opening week of the year, never looking back (or down) in posting successive highs throughout a holiday-shortened week. Impressive performance by the second-longest stock-market rally on record continued to draw support from the economy’s seemingly ageless expansion, fresh tax cuts, and from synchronized growth abroad—all just ahead of fourth-quarter earnings reports centered on a likely double-digit rise in S&P 500 Index profits from a year ago. The market’s rendezvous with destiny either will have it breaking the rally’s 1990–2000 longevity record (by avoiding a correction through August) or colliding with rising interest rates in a worst-case market correction.
View an archive of briefings and commentaries that provide detailed analyses of the current economic climate and investment conditions.

Gary Schlossberg

Senior Economist

Gary SchlossbergAs senior economist, Gary Schlossberg is responsible for assessing the economic environment and providing input to the equity and fixed-income portfolio management teams at Wells Capital Management.

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