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Economic & Market Review – Third Quarter 2009

Publish date:

The Economic & Market Review is produced by the Investment Consulting Services group of Deloitte. This newsletter is presented to provide perspective and context within which to evaluate your portfolio performance, as well as a forward look at the questions, events, and circumstances that may impact performance in the quarter ahead.

In this issue:

  • The quarter review
    o The Fed calls the tune
    o Credit spreads shrink
    o Don’t fight the Fed
  • Equity markets
    o Growth vs. value performance
    o Sector performance
    o Foreign equity market performance
  • Bond market summary
  • Outlook for the economy
  • Issues to watch
  • Action steps

Watch Deloitte Chief Economist Carl Steidtmann's presentation of the quarterly update by viewing the media file or read the full report in PDF format attached below.

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