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Wesbury’s Outlook – Trade War Hysterics
Since hitting new all-time highs two weeks ago, the S&P 500 has fallen about 2.2% as trade negotiations with China hit a snag. Last week, the US announced new tariffs on Chinese imports. This morning, China announced new tariffs on [...]
Wesbury’s Outlook – The Big Picture and the Fed
If you take a long hike up a mountain, there's plenty to appreciate along the way. But, sometimes, you just have to stop and enjoy the view. With that in mind, let's forget about the April employment report – which [...]
Wesbury’s Outlook – Goodbye Recession Fears
Less than two months ago, conventional wisdom thought the US economy was in real trouble. The consensus expected real GDP would barely grow, if at all, in the first quarter of 2019. Many were in a tizzy about the "second [...]
Wesbury’s Outlook – Resilient Economy
It wasn't that long ago that some economists and investors were seriously concerned about US growth going negative for the first quarter. Now, based on our calculations, which we discuss below, it looks like real GDP grew at a respectable [...]
Wesbury’s Outlook – New Highs, Still a Buy
The Dow Jones Industrials Average and S&P 500 are breathing down the neck of record highs set last Fall. Some take that as a sign to sell, time to shift out of equities and realize gains. We think that would [...]
What’s Really Important? – Michael Rogan
Often, new clients come to us mired in the minutiae of one or two aspects of their financial life but without having a good grasp of the big picture. This is partially a result of the media, be it advertising, [...]
Wesbury’s Outlook – Economy on Very Solid Ground
What a difference a month makes. Last month many economists had pushed down their estimates for first quarter economic growth to near zero. The Atlanta Fed's "GDP Now" model was projecting real GDP growth at a 0.2% annual rate in [...]