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Signs of slowing global growth have fueled worries of tepid domestic inflation. Source: WEEKLY COMMENTARY

U.S. economic data were mixed in March, although leading indicators signaled low odds of a recession in the coming year.

We expect roughly flat earnings for the first quarter, putting the seven-quarter streak of growth in jeopardy. Source: WEEKLY COMMENTARY

Leading indicators in jobs, manufacturing, and markets suggest economic acceleration. Source: WEEKLY COMMENTARY

Our April letter comments on the S&P 500 Index’s strong first quarter and steady but slower GDP growth. Source: WEEKLY