Global events continue to roil economic indicators and pull the market into fluctuations that are difficult to predict and are sometimes more related to perception than real activity. Still, the second-quarter reports give a somewhat clearer view, even if it is difficult to predict the prevailing wind and where it may take us. Divergent signals Read more
Economic Outlook
First-Quarter Economic Growth, But Devil is in the Details
Is the economy still growing? We believe that the answer is still “yes” — but that growth is slowing and the details in the first quarter and April of 2019 reveal warning signs. The GDP received a boost from inventories, exports Gross domestic product (GDP) grew at an annualized rate of 3.2% in the first Read more
Mixed Messages in Fourth Quarter Economic Trends
Delayed by the partial government shutdown that began shortly before Christmas, and then swiftly overtaken by the frenetic pace of events of a turbulent 2019, the fourth quarter economic report offered a hazy picture, with uncertainty being all that seemed to be certain. So far in 2019, the United States economy remains generally solid, but Read more
Time for a Refill? Third Quarter 2018 Update
Both the positives and negatives of earnings, tax cuts, interest rates, and trade are affecting the market, but is the glass half full or half empty? It depends on what’s being served up by the Federal Reserve, China, and employers. What’ll you have? U.S. stocks have been on a wild ride lately, with major indexes Read more
Bear Fears and Handbag Branding in Las Vegas at Emerald’s Annual Conference
In mid-October, Bowen Asset Management attended the annual financial conference in Las Vegas sponsored by the Lancaster County-based Emerald Advisers, Inc. It’s always a worthwhile and informative trip to the desert for this compact and intimate gathering of very smart money managers, featuring lively interactive panel discussions with top investment and retail analysts and research Read more
Ups and Downs: Economics and Market Update Second Quarter 2018
Both the positives and negatives of earnings, tax cuts, and trade are affecting the market, but is the glass half full or half empty? After the volatility of the first quarter, the second quarter of 2018 saw the fluctuation subside, but interest rate choppiness continued, along with a flattening yield curve on bonds — all Read more