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Quarterly Commentaries

A Split Economy – Q4 2015

Consumer spending should drive U.S. economic growth even as energy-based businesses and other production-oriented firms struggle. This ongoing divided economic picture in the U.S. should produce moderate growth at home and contribute to unexciting global growth even as risks have risen.
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Variability Within Moderate Growth – Q3 2015

China's slower growth is a headwind for global growth, but it impacts economies and businesses differently.  Strength in consumer and health care spending in the U.S. should overcome local production weakness.
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Focus on Areas of Strength – Q2 2015

Selective market opportunities exist, even as the Federal Reserve embarks on raising interest rates and global growth is subdued.
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Moderate Growth and the Strong Dollar – Q1 2015

U.S. GDP growth shifted lower, while European stocks rose on the weak Euro. A more difficult corporate profit growth environment in the U.S. is ahead despite steady economic growth. This should make sector positioning critical.
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The information contained within each report was current at the time the report was created and may change over time.