A source of comfort for investors over the past several years has been the steadily growing U.S. economy. While certainly nothing close to robust, economic activity has been sufficiently solid that it has supported an environment of rising stock prices with a still generally accommodative policy backdrop. The key to holding this investment narrative together, however, has been that the U.S. economy had to sustain itself just enough to avoid falling back into recession. And while the economic backdrop is still sustaining itself so many years removed from the financial crisis, some notable cracks in the façade of the American economy are continuing to present themselves and warrant attention as we move forward through the remainder of 2016 and into 2017.
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