U.S Macro Outlook Q3 2018

by James Lane | Nov 09, 2018

Economic conditions in 2018 were characterized by buoyant economic growth driven by strong corporate and consumer confidence.  Underpinning this are a fiscal expansion and the impact of ongoing rises in employment based on consumer confidence and early signs of recovering wage growth.  Economic growth should moderate in 2019, but remain reasonable, driven by the remaining impact of the tax cuts, the capital spending cycle and high consumer confidence. We continue to watch rising inflation levels, and the risk they pose to tightening monetary policy and rising interest rates.

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