U.S. stocks are sitting at the same levels they were seven months ago, but the path hasn’t been straight…
Fading Momentum | Weekly Market Commentary | April 22, 2019
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Research
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.
Q1 Earnings Preview | Weekly Market Commentary | April 8, 2019
We expect roughly flat earnings for the first quarter, putting the seven-quarter streak of growth in jeopardy
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.