Headlines discussed at LNWM’s Monday morning briefing: — US retail sales in July rose 1.2% vs 2.1% expected; levels are now back to where they were before Covid-19
The unexpected keeps happening in the 2020s. And that’s especially true in the world of real estate, where some areas and segments are booming while others are flounderi
Headlines discussed at LNWM’s Monday morning briefing: — A key index for US manufacturing activity rose to 54.2 in July vs. 52.6 in June, the 3rd straight month of
David Baker, Director, Investment Strategy and Research, discusses the US stock market’s historic rebound and our reasons for remaining cautious.
It is our base case that the global economy will continue to recover, although unevenly and subject to volatility from headlines on the spread of Covid-19 and (hopefully) prom
Headlines discussed at LNWM’s Monday morning briefing: — The US economy shrank by 9.5% in the 2nd quarter of 2020 (vs. 2nd qtr. 2019), the highest quarterly drop e
Most of our clients in the Pacific Northwest prefer to meet with us in the Norton Building, our HQ in downtown Seattle since 1967. They like seeing Mount Rainier looming on th
Headlines discussed at LNWM’s Monday morning briefing: — Congressional Republicans are proposing an additional $1 trillion in Covid-19 relief vs. $3.4 trillion for
Investors are optimists — seeing the glass as half-full — when it comes to US corporate earnings for 2020 and 2021. Yes, a drop of nearly 40% is expected in S&
