After such a strong rally for stocks this year, you may be wondering what could drive stocks higher from here…
What’s Priced In | Weekly Market Commentary | April 15, 2019
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Research
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.
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.