We are likely in recession now, though we won’t know that for sure until more timely data is released…
Key Week for the Bottoming Process | Weekly Market Commentary | March 23, 2020
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Research
Client Letter | A Clear Vision of Financial Goals | March 18, 2020
Maintaining a clear vision of long-term financial goals is a key to making it through market and global uncertainty…
Market Insight Quarterly | Third Quarter 2019
Consumer spending added 3 percentage points to overall growth, while trade and inventories were a 1.6 percentage point drag. Business spending was still a slight drag on growth…
Earnings May See Better Days Ahead | Weekly Market Commentary | October 14, 2019
Corporate America is unlikely to deliver much, if any, earnings growth in the third quarter. However, we think better days lie ahead…
Market Insight Monthly | September 2019
The Conference Board’s Leading Economic Index (LEI) was unchanged month over month in August after a strong July gain…
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…