Since late last year, I’ve liked what I’ve been seeing abroad, especially in emerging economies. The latest batch of data out of China w...

Following the latest reports on housing starts (down 6.8% m/m during March) and manufacturing output (down 0.4% last month), the Atlanta ...

In my meetings with some of our accounts recently, many were skeptical that the strength in the soft data in the US will trickle down to...

Stock market valuation measures are elevated across the board, for sure. The forward P/E of the S&P 500 is currently 17.7. It is hi...

The global economy fell into a growth recession from mid-2014 through early 2016. It was caused by a severe recession in the global comm...