“Industry Perspectives” 1Q 2019

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Download our latest "Industry Perspectives"

 

Read our view on the economy and key drivers of change in the global equity markets.

Date Published:
April 2019

Pages:
4

OVERVIEW:
Equity markets produced a significant reversal in the 1st quarter of 2019 following one of the worst periods of performance to close out 2018. Much of the reversal in market sentiment was a result of the change in the Federal Reserve’s (the Fed) policies, providing a more growth-friendly backdrop, combined with the anticipation that a U.S. – China trade deal is imminent.

In this latest Industry Perspectives, we discuss:

  • The current inverted yield curve is a signal that a recession may be near, but is certainly not guaranteed to occur.
  • There is continued potential for stocks to add to their now decade-long bull market run.
  • Modest growth in the U.S. has appeared to be robust only when compared to the global economy.

Also, we have included a special update on Britain’s exit from the European Union.

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