We don’t expect a U.S. economic recession this year for several reasons, many of which we outlined in our Outlook 2019.
Economic Data FAQs | Weekly Economic Commentary | February 25, 2019
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Research
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.
Feeling Confident? | Weekly Economic Commentary | February 11, 2019
Sentiment’s swift decline has caused some to wonder if a drop in confidence could be self-fulfilling, as lower confidence could weigh on consumer spending, and consequently, on output.
Key Takeaways from Fourth Quarter Earnings | Weekly Market Commentary | February 11, 2019
Tax cuts boosted earnings growth by 7–8 percentage points. Revenues (which are not impacted by the tax cuts) are tracking to a healthy 6% increase, similar to prior expectations.
Market Insight Monthly | January 2019
Rising economic uncertainty also weighed on business and consumer confidence data.
Stocks Warm Up In January | Client Letter by John Lynch | February 7, 2019
Most of the country might still be in the throes of the winter, but after extreme cold throughout many parts of the
United States, thankfully the weather has warmed up.