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Ambling Along in 2020 | Weekly Market Commentary | December 9, 2019
U.S. economic growth has slowed in 2019. However, the economy is still growing, and we believe it will…
Technicals Check-In | Weekly Market Commentary | December 2, 2019
Market momentum, global participation, and technical support all provide reasons to think gains may not be over for 2019…
Outlook 2020: Bringing Markets Into Focus
We expect the U.S. economy to continue to grow in 2020 and support gains for stocks, although we are increasingly mindful of our position in the business cycle…
Have We Hit the Earnings Bottom? | Weekly Market Commentary | November 25, 2019
While earnings declined year over year in the third quarter, results still exceeded expectations…
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.
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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