Green shoots appeared in U.S. economic data as the economy entered the second quarter.
Market Insight Monthly | April 2019
read more
Research
A High Bar For Lower Rates | Weekly Economic Commentary | May 6, 2019
Consumer inflation has weakened, but we (and the Fed) believe the slowdown is temporary.
Sell In May? | Weekly Market Commentary | May 6, 2019
The May through October period has historically been the weakest six months for equities.
Off to a Strong Start | Client Letter | May 2, 2019
The S&P 500 Index has risen for four consecutive months, resulting in the strongest start to a year in more than 30 years!
First Quarter’s GDP Surprise | Weekly Economic Commentary | April 29, 2019
We’ve finally closed the book on what was one of the most perplexing quarters of this expansion.
Stocks Reach Record Highs | Weekly Market Commentary | April 29, 2019
The S&P 500’s new record high set last week ended a more than 7-month drought without one.
Green Shoots on Main Street | Weekly Economic Commentary | April 22, 2019
Economic reports are important for clues on economic health and macro trends, but the Beige Book, which the Fed produces eight times a year…
Fading Momentum | Weekly Market Commentary | April 22, 2019
U.S. stocks are sitting at the same levels they were seven months ago, but the path hasn’t been straight…
Portfolio Compass | April 18, 2019
We maintain our slight preference for value due to attractive relative valuations after a sustained period of growth out performance.
Market Insight Quarterly | First Quarter 2019
First quarter data showed pockets of the U.S. economy slumped amid global trade and political uncertainty.