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.

Politics and protectionism may restrain economic momentum

Trade war and tighter Fed policy put pressure on the global financial system.

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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 September 17, 2018


  • The CPI rose 0.2% and core CPI increased 0.1% in August, the Bureau of Labor Statistics re ...

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