Fundamentals remain sound, valuations are reasonable, and most technical indicators we follow point to further potential gains ahead.
Modest Pullback Or Something Bigger? | Weekly Market Commentary | March 11, 2019
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Research
Main Street Sentiment At 7-Year Low | Weekly Economic Commentary | March 11, 2019
Pessimism has rapidly infiltrated Main Street’s outlook, according to the Federal Reserve’s Fed) latest edition of the Beige Book.
Bull Market Reaches 10 Years | Client Letter by John Lynch | March 7, 2019
The S&P 500 Index has staged an impressive rally after nearly entering a bear market December 24, with U.S. stocks notching their best start to a year since 1991.
The Bull Turns 10 | Weekly Market Commentary | March 4, 2019
During the 10-year bull market, the S&P 500 Index has more than quadrupled in value.
An Aging Cycle | Weekly Economic Commentary | March 4, 2019
As the U.S. stock rally’s double-digit birthday nears, we’ve reflected a lot on the durability of he current economic cycle.
Five Key Questions | Weekly Market Commentary | February 25, 2019
Recent gains eliminated oversold conditions and pushed valuations higher, raising the bar for further gains and making the next leg higher more difficult to achieve.
Economic Data FAQs | Weekly Economic Commentary | February 25, 2019
We don’t expect a U.S. economic recession this year for several reasons, many of which we outlined in our Outlook 2019.
Portfolio Compass | February 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.*
Updates to Our Economic Forecasts | Weekly Economic Commentary | February 19, 2019
The United States has weathered a 35-day government shutdown, global data have deteriorated further, trade headlines continue to dominate the news…
The Rally Continues | Weekly Market Commentary | February 19, 2019
The rally continues, as the S&P 500 Index gained for the seventh week out of the past eight, while the Dow Jones Industrial Average, Russell 2000 Index, and Nasdaq all closed higher for the eighth consecutive week.