Author Archive for Paul Eitelman

Are recession risks increasing in the U.S.?

It’s logical for us to start asking about when the next recession might occur and the implications of that for multi-asset investment strategies.

July 17, 2018 Categories: Economic Insights
US Outlook

U.S. outlook: reconciling strong surveys and a mediocre economic reality

U.S. consumers and businesses report high levels of confidence. But they’re not spending their money where their mouth is. What might this disconnect spell for the U.S. economic and market outlook?

May 18, 2017 Categories: Economic Insights
U.S. elections 2016

U.S. elections 2016: Trump wins White House. Markets react.

How are markets reacting to the U.S. elections 2016 results as the Republicans take the White House and retain control of Congress? Our North American Strategist Paul Eitelman weighs in.

Nov 8, 2016 Categories: Economic Insights
Fed rate remains steady

No great surprise – Fed rate remains steady

Yesterday’s announcement of no Fed rate hike wasn’t much of a surprise to our investment strategists. Paul Eitelman delves into what this latest news might mean for global markets.

Sep 22, 2016 Categories: Economic Insights
Federal Reserve

Fed rate decision: Steady as it goes. For now

Fed’s June decision to hold fund rate steady reflects patience due to a sharp drop in U.S. May jobs growth. September seen as next most likely date for rate hike.

Jun 16, 2016 Categories: Economic Insights
Fed logo

How well do you know your Fed?

Some days it seems like all we read about in the news is the Fed and interest rate expectations. But do your clients understand who the Fed is and what they do? Our “who’s who” guide can help.

Mar 8, 2016 Categories: Economic Insights
Fed Interest rate hike

Fed lift-off begins – a little

Today the Fed lift-off begins. Paul Eitelman delves into what it might mean for global markets in 2016.

Dec 16, 2015 Categories: Economic Insights
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