Market Reacts to Firming Inflation

Meghan Shue |
Wilmington Wire
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January 16, 2018— December inflation, as measured by the Consumer Price Index (CPI), held steady on a year-over-year basis at 2.1%. However, the “core” measure, which excludes the volatile food and energy components, had a 1.8% year-over-year increase. Some of this was due to firming across categories, including prices in the housing and medical care

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Global Positioning Systems: Recalculating …

Tony Roth |
Investment Management
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Our 2018 forecast for markets, economies, and portfolios. The U.S. economy — late-cycle emergence Inflation and growth — global-U.S. divergence Valuations, yields, and volatility — alternative resurgence Signs points to the U.S. economy being near or in a late (or pre-recession) stage, yet stock market valuations are elevated and inflation is inexplicably soft. Our investment

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Will We Have Tax Reform for Christmas—and What Might it Mean for 2018?

Luke Tilley |
Wilmington Wire
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December 11, 2017—This year’s holiday season is more frenetic than usual, with investors getting an added dash of craziness in the form of a major federal tax overhaul, a feat last achieved in 1986. That last rewrite was a bipartisan effort between President Reagan and the Democrat-controlled House and Senate, and evolved over the course

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