The currently slow pace of U.S. economic growth may accelerate in the second half of 2018.
Tariffs announced thus far are small and unlikely to have a significant impact on growth.
We find many investors to be chronically underweight international stocks.
Talk of tariffs should have us focus on politics and the dollar, not economics.
Fed Chair Powell’s remarks raise concerns about the pace of interest-rate hikes.
Higher government spending, not inflation, may ultimately be what heats up the U.S. economy.
The history of market corrections shows why investors should not give up on their strategies.
Long-term secular forces will likely keep interest rates low and be supportive of equities.
The recent sell-off in equities may be an old-fashioned temporary market risk-off event.