TURN OBSERVATION INTO UNDERSTANDING

Keep track of the big-picture trends and economic issues that drive the markets. Turn to our market perspectives for an overview of recent market activity and our expectations for the months and years ahead.

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Q4 2014 Economic Review and Market Update

The main story of 2014 was the divergent performance across advanced economies. The United States grew at a healthy rate as labor-market conditions continued to improve. On the other hand, economic prospects flagged across Europe, Japan, and many emerging market countries.

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Q3 2014 Market Update and Economic Review

Five years into the recovery following the Great Recession, economic conditions finally appear to be normalizing. Despite a weather-induced slowdown during the first quarter of this year, the U.S. economy is expected to grow at a 3% seasonally adjusted annualized rate during the second half, as employment, manufacturing, and consumer confidence are all showing signs of improvement.

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Q2 2014 Market Update and Economic Review

As 2014 began, it was widely expected that global economic growth would accelerate, fueled by improving momentum in the industrialized world. Regrettably, these expectations have not been fully realized thus far in 2014.

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