US strong momentum continued apace with a steady flow of robust data in the second quarter. With strong economic performance and inflation approaching its target, an in- crease in the Federal Reserve (Fed) policy rate is looking even more likely. European data was more mixed. European equities ended the month mixed as trade talk continued […]

In the US, growth remains healthy. Extraordinarily strong earnings momentum, cor- porate tax cuts and fiscal stimulus underpin our positive view. Key early warning in- dicators for the economy continue to paint a positive picture of the growth outlook. European data was more mixed. The labor market still looks strong, and eurozone unemployment fell to […]

In the US, growth remains healthy. Extraordinarily strong earnings momentum, cor- porate tax cuts and fiscal stimulus underpin our positive view. Key early warning in- dicators for the economy continue to paint a positive picture of the growth outlook. The European’s Central Bank President Mario Draghi, expressed confidence in the eurozone’s solid economic growth but […]