In this RQA Economic Insight, we take a look at the U.S. labor market, its historical trends, some key leading drivers, and what it could be signaling for the economy in the near-to-medium term. In addition, we update the RQA Economic Forecast Model to get a current read on the growth profile (or lack thereof) of the U.S. economy.
In this RQA Economic Insight, we take a look at the ISM Purchasing Managers Index (“PMI”) data for both U.S. manufacturing and services sectors. We overlay historical trends within these output measures to periods of economic growth and contraction. We also take a look at the latest growth gauge for the economy and take a glance under the hood with regards to the latest readings from the leading economic dataset to help understand where the economy sits in its current cycle.
In this RQA Economic Insight, we take a look at historical rate hike cycles, and more specifically, points in these cycles when the Fed decided to stop or even reverse their rate increases. By reviewing these “Fed pivots” in more detail, we can get a better idea of what these points in history typically meant for the outlook on the economy and future equity market returns. Additionally, as we kick off the new year, we update our set of leading indicators and Economic Forecast Model to get an updated snapshot of the U.S. economic growth profile.
In this RQA Economic Insight, we take a look at the U.S. labor market, its historical trends, some key leading drivers, and what it could be signaling for the economy in the near-to-medium term. In addition, we update the RQA Economic Forecast Model to get a current read on the growth profile (or lack thereof) of the U.S. economy.
In this RQA Economic Insight, we walkthrough a brief overview of consumer sentiment data, its historical trends, and what it may imply into today's environment. We also refresh the leading economic data set and RQA Economic Forecast Model to get a sense of where the economy sits from a growth and inflation standpoint.
In this RQA Economic Insight, the data spotlight focuses on the recent potential weakness in the U.S. real estate market as evidenced by the latest data on new residential building permits. We also take a look at the latest output from the RQA Economic Forecast Model and a variety of economic leading indicators, as we seek to get a more holistic sense of where we stand and how to be best positioned for the near-term.
In this RQA Economic Insight, the data spotlight focuses on the two primary factors under the Federal Reserve’s microscope - recent trends in U.S.-based inflation and the U.S. labor market at large. We also take a look at the latest output from the RQA Economic Forecast Model and a variety of economic leading indicators, as we seek to get a more holistic sense of where we stand and how to be best positioned for the near-term.
In this RQA Economic Insight, the data spotlight focuses on the recent Treasury yield curve inversion and what this has meant historically for the broader economy. We also take a look at the latest output from the RQA Economic Forecast Model and a variety of economic leading indicators, as we seek to get a more holistic sense of where we stand and how to be best positioned for the near-term.
In this RQA Data Insight, we take a refreshed look into the relationship between two of the most common asset allocations within traditional portfolios and how this relationship tends to shift over time. We explore what this means for traditional investment portfolios and ways to navigate new economic environments.
