Video features

House View live with Mike Ryan 

Economic data has worsened since last month’s letter. But although we have been surprised at the rate of the slowdown in recent months, markets have adjusted quickly, and the strong performance of the US labor market as well as widespread stimulus in China keep us confident that growth, while slowing, is not stopping.

US House View Live: 7 February at 1PM ET
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The cycle end is not nigh

Over the past two months US and global growth decelerated sharply, manufacturing sentiment surveys have dropped notably, and global trade and export data fell. Meanwhile, financial conditions have also tightened. Yet the outlook for the economy is far from bleak. A strong labor market is helping consumer spending, business activity is still above average, and inflation looks contained. So how long can this business cycle actually last? All told, there’s good reason to think the late stage could be elongated.

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Year Ahead launch event: Part 1

Mark Haefele, Chief Investment Officer, discusses potential downside risks he is monitoring, including trade and inflation. And Mike Ryan, Chief Investment Officer Americas, shares his top idea for 2019.

Take a deep dive through more of our research

 

Year Ahead launch event: Part 2

Min-Lan Tan, Chief Investment Officer APAC, joins the Year Ahead launch event in New York City via hologram from Singapore to discuss the ongoing trade dispute between the US and China.

Take a deep dive through more of our research


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