Q3 2018 | Equity Outlook

Buybacks and M&A may fuel equities, but trade conflict is a key risk

Several trends could boost equity returns, but trade negotiations create market risk.

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Analysis of evolving market themes.

Equities face skepticism over rates and trade

Economic strength is offset by trade risk, a flattening yield curve, and weakness in housing and autos

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Interest rates and trade create headwinds

While the outlook for global growth is favorable, challenges to fixed-income markets are increasing.

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Economic Update for October 15, 2018

Economy

  • The Producer Price Index for final demand increased 0.2% in September, the Bureau of Labor ...

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