We’ve finally closed the book on what was one of the most perplexing quarters of this expansion.
First Quarter’s GDP Surprise | Weekly Economic Commentary | April 29, 2019
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Research
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.
Too High or Too Low? | Weekly Economic Commentary | April 15, 2019
Deteriorating global conditions shifted the economic landscape and fueled concerns that inflationary pressures could be too low…..
What’s Priced In | Weekly Market Commentary | April 15, 2019
After such a strong rally for stocks this year, you may be wondering what could drive stocks higher from here…
Market Insight Monthly | March 2019
U.S. economic data were mixed in March, although leading indicators signaled low odds of a recession in the coming year…
Signs of Spring | Weekly Economic Commentary | April 8, 2019
The U.S. economy kicked off the year with a disappointing first quarter as consumers and businesses weathered symptoms of a global slowdown.