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Use select charts from the Guide to the Markets to engage in portfolio discussions.

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The U.S. economy

Since March 2009, the stock market has doubled while fund flows overwhelmingly favored bonds over equities. This is why it is important to maintain perspective. Despite headwinds and negative headlines, the economy and equity markets have continued to recover.

Economic Expansions and Recessions
The recovery has been slow, but resilient
 
  • Although voters remain disenchanted with Washington, after more than three years of growth and new peak levels of output, consumer sentiment has improved, and nationally, housing prices are recovering.
  • From an investing standpoint, the difference between a weak economy that is getting worse and one that is slowly improving is significant.
  • As key elements of uncertainty are gradually resolved, economic growth could strengthen.
Discussion Slides
Economic Growth and the Composition of GDP
Cyclical Sectors
Consumer Confidence and the Stock Market

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