Turning the calendar from October to November brought more than trick-or-treaters, pumpkins, and leaves to rake…
Reaching New Highs | Client Letter | November 7, 2019
read more
Research
Best Six Months of the Year | Weekly Market Commentary | November 4, 2019
The S&P 500 Index reached a fresh new high October 28, eclipsing the previous high of 3,025 set July 26, 2019…
Market Tricks and Treats | Weekly Market Commentary | October 28, 2019
The stock market has been hovering near record highs despite an assortment of economic and geopolitical risks…
Seasonal (Tail)winds | Weekly Market Commentary | October 21, 2019
The stock market has started October on a bumpy path. Many global issues remain unresolved, but seasonal forces, sound fundamentals, and breakthroughs on the trade…
Market Insight Quarterly | Third Quarter 2019
Consumer spending added 3 percentage points to overall growth, while trade and inventories were a 1.6 percentage point drag. Business spending was still a slight drag on growth…
Earnings May See Better Days Ahead | Weekly Market Commentary | October 14, 2019
Corporate America is unlikely to deliver much, if any, earnings growth in the third quarter. However, we think better days lie ahead…
Market Insight Monthly | September 2019
The Conference Board’s Leading Economic Index (LEI) was unchanged month over month in August after a strong July gain…
Policy Uncertainty Intensifies | Weekly Market Commentary | October 7, 2019
Geopolitical matters have complicated the tug-of-war between fiscal and monetary policies and contributed to investor concerns about increased policy uncertainty.
October Heats Up | Client Letter | October 3, 2019
Trade and impeachment have garnered a lot of the headlines recently, but behind the scenes the U.S. economy has remained resilient.
Global Economy Muddles Along | Weekly Market Commentary | September 30, 2019
The U.S. economy continues to perform well when compared to the rest of the developed world, and is still exhibiting growth near its long-term trend…