The Conference Board’s Leading Economic Index (LEI) was unchanged month over month in August after a strong July gain…
Market Insight Monthly | September 2019
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Research
Policy Uncertainty Intensifies | Weekly Market Commentary | October 7, 2019
Geopolitical matters have complicated the tug-of-war between fiscal and monetary policies and contributed to investor concerns about increased policy uncertainty.
October Heats Up | Client Letter | October 3, 2019
Trade and impeachment have garnered a lot of the headlines recently, but behind the scenes the U.S. economy has remained resilient.
Global Economy Muddles Along | Weekly Market Commentary | September 30, 2019
The U.S. economy continues to perform well when compared to the rest of the developed world, and is still exhibiting growth near its long-term trend…
Global Economy Muddles Along | Weekly Market Commentary | September 30, 2019
The U.S. economy continues to perform well when compared to the rest of the developed world, and is still exhibiting growth near its long-term trend…
Central Banks Are Back | Weekly Market Commentary | September 23, 2019
Since we began highlighting the return of fiscal leadership as a primary driver for economic and market activity nearly two years ago…
Portfolio Compass | September 19, 2019
We favor large caps as the business cycle ages, though recent small cap strength suggests large cap leadership may have been stretched…
The Curious Case of Negative Yields | Weekly Market Commentary | September 16, 2019
There’s a growing pile of negative-yielding debt around the world amid extraordinary monetary policy initiatives…
Market Insight Monthly | August 2019
U.S. economic data was mixed in August, reflecting the complicated macroeconomic environment in the midst of high trade uncertainty…
Corporate Earnings Outlook | Weekly Market Commentary | September 9, 2019
We lowered our 2019 earnings growth forecast for the S&P 500 Index on August 19 due to increased risk to economic growth and corporate profits from the ongoing trade conflict…