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Recession Watch | Weekly Market Commentary | November 18, 2019
Why would we write a report about recession with the S&P 500 at record highs?
A Tale of Two Economies | Weekly Market Commentary | November 11, 2019
Consumer spending has powered the U.S. economy this year as businesses curb investments, waiting for trade and geopolitical uncertainty to fade.
Weekly Market Commentary – November 6, 2019
The S&P 500 Index reached a fresh new high October 28, eclipsing the previous high of 3,025 set July 26, 2019…
Weekly Market Commentary – October 28, 2019
The stock market has been hovering near record highs despite an assortment of economic and geopolitical risks…
Weekly Market Commentary – October 23, 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…
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…
Midyear Outlook 2019: What Really Matters in the Markets
Our Midyear Outlook 2019 provides our updated views of current fundamentals and the things that should persist as shorter-term concerns fade, and emphasizes our four primary pillars for fundamental investing—policy, the economy, fixed income, and equities.
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