Profit margins and earnings growth have remained at record levels, despite weak global growth and a number of other macro threats. (boeckhinvestmentletter.com)
When you put all this together, the primary rationale for all of these changes (according to the Fed) reflects general expectations for weak global growth as well as concerns about financial - market volatility that came to a head the first couple of months of the year but continue to persist. (us.beyondbullsandbears.com)
Blanch said weak global growth and the strong dollar are dual headwinds for commodities. (nbr.com)