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    2020 U.S. Macro Economic Outlook: Two Economies

    The U.S. economy is being buffeted by significant cross-currents.

    Consumers, housing, and fiscal policy are supporting growth. Business investment and trade are significant drags. Geopolitical uncertainty from the trade war and Brexit to the presidential election remains high. In this webinar we will consider whether the economic headwinds or tailwinds will prevail in 2020.

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    Coronavirus: COVID-19 Alternative Scenario Narratives

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    Coronavirus - The Global Economic Threat

    The outbreak has already become highly disruptive to China; the U.S. will not be immune.

    Presentation

    Coronavirus: The Global Economic Threat

    Presentation slides from the webinar. The outbreak has already become highly disruptive to China; the U.S. will not be immune.

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    Weekly Market Outlook: Richly Priced Stocks Fall Short of 1999-2000's Gross Overvaluation

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    Coronavirus: The Global Economic Threat

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