We expect roughly flat earnings for the first quarter, putting the seven-quarter streak of growth in jeopardy
Q1 Earnings Preview | Weekly Market Commentary | April 8, 2019
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Research
Signals We See in Q1 2019 Results | Client Letter | April 4, 2019
While stocks rallied in the first quarter following the sharp December decline, expectations for first quarter gross domestic product (GDP) appeared to dampen and stand at about half the pace that it did last year.
Our Final Four For The U.S. Economy | Weekly Economic Commentary | April 1, 2019
Wall Street is watching a litany of telling economic and market signals, but the rest of the world is watching college basketball.
The Stock Market’s Final Four | Weekly Market Commentary | April 1, 2019
On the men’s side, Auburn, Michigan State, Texas Tech, and Virginia are headed to Minneapolis to determine this year’s college basketball national champion.
Balanced Risk Reward | Weekly Market Commentary | March 25, 2019
Risk-reward trade-off in stocks has become less attractive following recent gains.
Yields’ March Madness | Weekly Economic Commentary | March 25, 2019
Investors are becoming increasingly impatient, even as the Federal Reserve (Fed) doubled down on patience at its March meeting.
Portfolio Compass | March 20, 2019
Expectations for solid but slower growth in the U.S. economy and corporate profits support our year-end 2019 fair value target for the S&P 500 of 3000.
Market Insight Monthly | February 2019
U.S. economic data were sound in February, even as confidence fell amid uncertainty from global trade and political headwinds.
An Attention-Grabbing Jobs Report | Weekly Economic Commentary | March 18, 2019
A disappointing February jobs report, released March 8, has increased concerns about a slowing U.S. economy among some market participants.
Movin on Up (in Market Cap) | Weekly Market Commentary | March 18, 2019
Large caps may be better positioned than small caps, given where we are in the business cycle.