Our Five Forecasters collectively point to economic growth ahead.
Five Forecasters | Weekly Economic Commentary | May 28, 2019
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Research
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.
Market Insight Monthly | April 2019
Green shoots appeared in U.S. economic data as the economy entered the second quarter.
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!