Corporate America delivered on expectations during a second quarter earnings season that some are calling the biggest upside surprise ever.
Weekly Market Commentary
Dissecting The Disconnect| Weekly Market Commentary | August 10, 2020
One of the most difficult questions for investors to answer right now is how can the US economy be struggling so much while the stock market keeps churning higher?
Calendar Concerns and Gold Gains| Weekly Market Commentary | August 3, 2020
Stocks may be ready for a break, but it’s still possible gold and stocks could trend higher together.
Stalling Economic Recovery May Slow Stock Market Rally | Weekly Market Commentary | July 27, 2020
Stock market weakness late last week caused investors to ask whether the long-awaited market pullback may be at hand.
An Earnings Season To Forget | Weekly Market Commentary | July 20, 2020
This earnings season may be unpredictable and forgettable, but it may not be all bad. We offer key themes to watch.
Election Preview | Weekly Market Commentary | July 6, 2020
2020 is an election year, and as we get closer to November, we expect this to replace COVID-19 and the recession at the top of investors’ minds.
The Future of Fixed Income | Weekly Market Commentary | June 29, 2020
Although the US economic recovery has picked up and we expect yields to rise in the second half of 2020, structural forces may help limit the size of the move.
5 Reasons We Favor US Stocks | Weekly Market Commentary | June 22, 2020
Among developed markets, we maintain our preference for US equities over international, but the bout of strong performance for the MSCI EAFE Index…
Potential Paths For Stocks In The Second Half | Weekly Market Commentary | June 15, 2020
Stock market valuations have gotten more expensive because earnings have fallen, which may bring volatility if the recovery disappoints.
Prospects for a Swoosh-Shaped Recovery | Weekly Market Commentary | June 8, 2020
The US economy almost certainly entered a recession in March 2020 as a result of the lockdowns and business closures to contain the COVID-19 pandemic…