Economic and market updates

Equity Outlook

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Key takeaways
  • The fourth quarter was anything but calm for U.S. equity investors.
  • Macroeconomic weakness and geopolitical unrest led non-U.S. stocks to struggle relative to U.S. stocks in the final months of 2014.
  • Many factors could support the U.S. market in the year ahead, as consumers enjoy a number of stimulative "gifts."
  • Non-U.S. markets should benefit from a variety of tailwinds, from currency weakness to lower oil prices.

Equity Outlook