Our June letter discusses the U.S.-China trade dispute, tariffs on Mexican imports, and the possible effects on financial markets.
Trade and Tariffs | Client Letter | June 6, 2019
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Research
Bond Markets’ Signal to Stocks | Weekly Market Commentary | June 3, 2019
Worrisome signals from the bond market contributed to stocks’ first monthly decline of 2019.
The Baffling Bond Market | Weekly Economic Commentary | June 3, 2019
Economic fundamentals still look sound, even as yields send cautious signals.
Five Forecasters: Few Warning Signs | Weekly Market Commentary | May 28, 2019
Our Five Forecasters are collectively indicating that further economic growth and stock market gains appear likely.
Five Forecasters | Weekly Economic Commentary | May 28, 2019
Our Five Forecasters collectively point to economic growth ahead.
A Step Back On Trade | Weekly Economic Commentary | May 20, 2019
Even in the worst-case scenario, we don’t expect a significant impact on the U.S. economy.
Earnings Season Takeaways | Weekly Market Commentary | May 20, 2019
It appears an earnings recession has been averted and better earnings days lie ahead, though trade uncertainty is a huge wild card.
Portfolio Compass | May 16, 2019
We expect a transition to large cap market leadership and away from small cap stocks in 2019 as the economic cycle ages.
The Power of Productivity | Weekly Economic Commentary | May 13, 2019
First quarter productivity rose at the fastest year-over-year pace since 2010.
Deal Or No Deal | Weekly Market Commentary | May 13, 2019
Escalating U.S.-China trade tensions caused stocks to sell off more than 2% last week.