Quo Vadis Capital

We’ve hit the longest economic expansion and bull market in U.S. history, but it can continue, in our opinion.

The market continues to oscillate between concern of slowing global growth and optimism that U.S. economic expansion can be maintained.

Disruption from trade disputes, rising interest rates, uneven signals from housing and automotive markets, nascent inflation from a tight labor market, concerns about “peak” employment and lapping tax reform (at some point) next year have all served to create fear that the U.S. economic growth will slow and possibly enter recession perhaps in late 2019 or early 2020.