Publications

- April 1, 2015: Vol. 2, Number 4

To read this full article you need to be subscribed to Real Assets Adviser

Spring Has Finally Sprung and Change Is in the Air: Q1 blew by like a northern cold front, but what we learned sets up the rest of 2015.

by Ben Johnson

 

Done and dusted. Just like that, the first quarter of the New Year has come and gone. So what did we learn exactly?

That record-breaking low temperatures and snowfall totals got soooo old for about 90 percent of the country? That the bull stock market has further to run, setting new records on the NYSE, NASDAQ and S&P 500 Index? That oil prices seemed to stabilize at a new benchmark hovering around $50-$60, or will they instead dip down into the $30s?

Actually, we learned quite a lot in those fleeting three months. Like the fact that the Federal Reserve is tilting toward defrosting interest rates from their own record low levels in the months to come, perhaps starting as early as this summer. How will this and potential geopolitical risks impact the surprisingly resilient U.S. economy?

And that’s the real question anyway, isn’t it: What lies ahead of us for the remainder of the year?

To address that topic head on, we continue

Forgot your username or password?