Leading indicators in jobs, manufacturing, and markets suggest economic acceleration. Read the Full Story Here Author:
Signals We See in Q1 2019 Results | Client Letter | April 4, 2019
Our April letter comments on the S&P 500 Index’s strong first quarter and steady but slower GDP growth. Read the Full Story
The Stock Market’s Final Four | Weekly Market Commentary | April 1, 2019
This week we share our "Final Four Factors" for the stock market in 2019: 1-Policy, 2-the Economy, 3-Rates, and 4-Profits. Read the Full Story
Our Final Four For The U.S. Economy | Weekly Economic Commentary | April 1, 2019
A rebound in global conditions, capital expenditures, and sentiment may help fuel growth. Read the Full Story Here Author:
Yields’ March Madness | Weekly Economic Commentary | March 25, 2019
Last week, the 10-year Treasury yield fell below the 3-month yield for the first time since 2007. Read the Full Story Here Author:
Balanced Risk Reward | Weekly Market Commentary | March 25, 2019
Following the stock market’s recent move higher, coupled with a slightly weaker economic and corporate profit outlook, the
Portfolio Compass | March 20, 2019
No changes. Read the Full Story Here Author:
Market Insight Monthly | February 2019
U.S. economic data were sound in February, even as confidence fell amid uncertainty from global trade and political headwinds. Read the Full Story
An Attention-Grabbing Jobs Report | Weekly Economic Commentary | March 18, 2019
WEC Description: February’s job growth was disappointing, but it followed the biggest two-month gain since 2016. Read the Full