Macro Themes and Research Highlights

By |2015-02-15T19:31:26-05:00February 15th, 2015|Economy, Markets|

The US currency is strengthening in conjunction with the a strengthening US economy (proxied here by employment growth and surveys of businesses on hiring intentions and growth prospects). The last time we had this environment was in the 90's. The combination of increased spending power accompanied by job growth could result in an empowered US consumer. We have seen personal consumption [...]