Quarterly macroeconomic highlights

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Q2 2021

Sharp economic rebound is underway in the U.S.

Macroeconomic highlights – Q2 2021

Q1 2021

Sector allocation increasingly important in 2021

Macroeconomic highlights – Q1 2021

Q4 2020

Earnings growth prospects vary by sector as recovery takes hold

Macroeconomic highlights – Q4 2020

Q3 2020

Earliest signs of recovery from sharpest recession in a century

Macroeconomic highlights – Q3 2020

Q2 2020

COVID-19: U.S. cycle was mature and vulnerable to shock

Macroeconomic highlights – Q2 2020

Q1 2020

Consumers continue to drive the U.S. economy

Macroeconomic highlights – Q1 2020

Q4 2019

U.S. economic cycle continues to mature

Macroeconomic highlights – Q4 2019

Q3 2019

U.S. economy expands despite slowing growth

Macroeconomic highlights – Q3 2019

Q2 2019

Global economic growth should continue despite trade disputes

Macroeconomic highlights – Q2 2019

Q1 2019

Greater economic challenges in 2019, but equity valuations are more attractive

Macroeconomic Highlights – Q1 2019

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