Last week’s stock market rally was driven by optimism (now clearly warranted) surrounding U.S.-China trade talks and a more dovish Fed. Read the Full
The Current State of Capex | Weekly Economic Commentary | November 26, 2018
We expect robust capex growth to resume once U.S. businesses get more clarity around trade. Read the Full Story Here Author:
Corporate America Impresses Again | Weekly Market Commentary | November 26, 2018
Third quarter earnings season was again very impressive, with S&P 500 Index earnings growing 28% year over year, the fastest pace since the fourth
Portfolio Compass | November 14, 2018
Upgraded our view of mortgage-backed securities (MBS) from neutral to neutral/positive; Downgraded our view of bank loans to neutral from
Trade Check-In | Weekly Economic Commentary | November 12, 2018
We still believe trade’s economic impact will be limited, but the indirect consequences should be monitored. Read the Full Story Here Author:
Midterm Takeaways | Weekly Market Commentary | November 12, 2018
Getting past the midterm election removes uncertainty and enables investors to focus on fundamentals, which we believe can be positive for
Market Insight Monthly | October 2018
Overall, October’s economic reports reflected solid U.S. economic growth and manageable inflationary pressures. Read the Full Story Here Author:
Midterms and the Markets | Client Letter by John Lynch | November 7, 2018
When it comes to elections, the markets seem to seek clarity above all else; yet there are some policy implications to consider. We break down the
Rising Wages and the U.S. Economy | Weekly Economic Commentary | November 5, 2018
We believe wage growth (and labor costs) will remain manageable amid the Fed’s gradual approach and changing labor market dynamics. Read the Full