In our Investment Outlook this year we show how this recovery almost mirrors the recovery of
Better, but a Long Way to Go
This morning, the Bureau of Labor Statistics reported that the U.S. economy added nearly 1.8 million jobs in the month of July, outpacing economist expectations for an addition of 1.5 million.
(No) Beast of Burden
In stark contrast to the fear-based selling that enveloped markets a week ago, stocks bounced back with a vengeance in the first week of February.
Glass Half Full
With some 90 percent of the S&P 500 having now reported third quarter earnings, investors have responded favorably to a plurality of companies delivering better than expected numbers.
A Curve Ball in May
As first quarter reporting season draws to another constructive close, investors’ attention was ripped away from the earnings scorecard and refocused almost exclusively on trade.
Prognosis Negative
While the broad market finished the holiday-shortened week positive, healthcare investors weren’t as fortunate. Continued chatter regarding “Medicare for All” as well as a Health and Human Services proposal to ban drug rebates for Medicare are weighing on the sector.
