U.S. economic data were sound in February, even as confidence fell amid uncertainty from global trade and political headwinds.
Market Insight Monthly | February 2019
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Research
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.
Modest Pullback Or Something Bigger? | Weekly Market Commentary | March 11, 2019
Fundamentals remain sound, valuations are reasonable, and most technical indicators we follow point to further potential gains ahead.
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.