December 19, 2013

Regarding the real economy, we will argue that with the recent budget deal and the Republicans in control of the House, we do not see much action in the near future. This may very well be another case where a divided government is good for the markets. The budget deal is done for the next two years. There is no additional tax increase on the horizon.

You must have an active account to view these reports. You may register for a trial here

Download Complete Report in PDF Format

Download Complete Report in Word Format