Is the Fed behind the recent rally in U.S. stocks and corporate bonds?Jan 21, 2020 | Thomas Garretson, CFA
The record run for stocks has coincided with the expansion of the Fed’s balance sheet. Are risk asset rallies being fueled by the Fed or fundamentals?
Buying power: Will the U.S. consumer drive economic growth in 2020?Jan 08, 2020 | RBC Wealth Management
RBC Capital Markets’ chief U.S. economist Tom Porcelli sees the longest-ever economic expansion continuing, underpinned by a healthy U.S. consumer.