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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 the last recession, the U.S. economy has more than recovered its lost output, pushing equity markets to new highs, in spite of persistent investor skepticism. This is why it is important to maintain perspective. Despite some headwinds and negative headlines, the economic expansion looks poised to continue.

Economic Expansions and Recessions
The cyclical recovery still has room to run
 
  • Even after a cyclical comeback, pent-up demand in key sectors should be actualized as time heals the wounds of last cycle.
  • Housing continues to be an especially important sector, and low inventories, attractive affordability, and a tightening labor market should continue to support prices, activity and sentiment.
Discussion Slides
Economic growth and the composition of GDP
Consumer finances
Cyclical sectors

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