Q2 2017 Outlook Implementation Guide

Posted by Mark Pettinga

Key themes

Broadening reflation: Spreading global reflation has driven a long-awaited rebound in global corporate earnings, with the sharpest recoveries seen outside the U.S. This also helps to reinforce our view that bond yields may be poised to rise, although there are limits to … Read More »


Are Stocks Finally Topping Out?

Posted by Mark Pettinga

Our stock market surge has stalled since March 1, and even with flaccid job growth in March and a turgid tangle in Washington, the Standard & Poor’s 500 index is just 1.7% from its all-time high. But here are some telling signs to watch.

For … Read More »