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Northern Trust Survey: Managers View U.S. Equity Valuations as Stretched, Expect Volatility to Increase

July 20, 2017 | CHICAGO

Investment managers expect the U.S. economy to remain stable but view U.S. equity valuations as expensive, according to the Northern Trust Asset Management quarterly Investment Manager Survey of approximately 100 investment firms, which was conducted June 7-22, 2017.

Matt Peron: Global Earnings Review – Europe Catching Up

July 24, 2017

U.S. earnings growth, despite confusing headlines, is growing at a steady, if not monotonous, 4%-5%. Meanwhile, the earnings picture outside the U.S. is getting more interesting. Matt Peron explains.

Buying American

Our Chief Economist, Carl R. Tannenbaum, discusses the Administration’s message to “Buy American”, the goals of this effort, if this strategy addresses the root cause of lost American production, and if the strategy could backfire.