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We reflect on the 2018 markets and provide our expectations for 2019. Read the Full Story Here Author:

Fed fund futures are more dovish than the Fed’s dots, but the Fed is treading carefully. Read the Full Story Here Author:

Last week’s stock market rally was driven by optimism (now clearly warranted) surrounding U.S.-China trade talks and a more dovish

We expect robust capex growth to resume once U.S. businesses get more clarity around trade. Read the Full Story Here Author:

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

Upgraded our view of mortgage-backed securities (MBS) from neutral to neutral/positive; Downgraded our view of bank loans to neutral from

We still believe trade’s economic impact will be limited, but the indirect consequences should be monitored. Read the Full Story

Getting past the midterm election removes uncertainty and enables investors to focus on fundamentals, which we believe can be positive for

Overall, October’s economic reports reflected solid U.S. economic growth and manageable inflationary pressures. Read the Full