Market Outlook


OCTOBER 2019

Debating the Likelihood of an Economic Recession, Interest Rake Hike, and Inflation Acceleration

As we enter 4Q19, managing director Doug Cohen revisits his predicted probabilities from 1Q19 for the likelihood of an economic recession, a Fed interest rate hike, and inflation acceleration in 2019. Did Doug’s forecasts hold true?

SEPTEMBER 2019

Summertime and the Livin’ is Easy? Three Takeaways from the Market Movements of Summer 2019

Managing Director Doug Cohen's latest market update cites that, if nothing else, August was a reminder that we are seemingly always just a tweet away from a new market narrative. Doug cites the continued evidence of slowing global economic growth by the Fed’s rate cut and the renewal of trade tensions as causes of negative economic headlines that appear to be taking a toll on business capital spending.

JUNE 2019

Revisiting Earnings and Earnings Multiples as Drivers of the Equity Markets

Doug Cohen, managing director, portfolio management, began the year with a "20 Questions" (and Answers) market overview that covered pertinent capital market issues for 2019. Doug revisits these issues, returning with the two variables that determine equity prices: earnings and earnings multiples.

MAY 2019

Are You Up to Date on the Latest Market Moves?

Harkening back to the days of final exams and all-night cram sessions, Doug Cohen, managing director, portfolio management, shares this month’s market outlook and analysis in the form of a multiple-choice quiz. Sharpen your pencils and test your knowledge of what propelled the markets in the first quarter of 2019.

APRIL 2019

What to Watch: Interest Rates, Inflation, and Earnings

Doug Cohen, managing director, portfolio management, revisits his analysis of the likelihood of interest rate hikes in 2019 as posed in his “20 Questions” blog series. Also on his radar: inflation and earnings have reached key inflection points.
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