Portfolio Compass | August 21, 2019
We have maintained our S&P 500 Index year-end fair value target of 3,000 despite our lowered economic and earnings growth forecasts amid trade uncertainty.
Tweaking Our Forecasts | Weekly Market Commentary | August 19, 2019
Recession fears from the yield curve inversion offset the boost from the tariff delay.
The New (Ab)normal | Weekly Market Commentary | August 12, 2019
Stocks endured significant volatility last week but showed some resilience Wednesday, August 7.
Currency Fears Emerge | Weekly Market Performance | August 9, 2019
The equity markets struggled in the week ending Thursday, August 8, weighed down by currency-related trade uncertainty after China retaliated against new tariffs by devaluing the yuan.
Market Insight Monthly | July 2019
Gross domestic product (GDP) increased 2.1% in the second quarter, bolstered by consumer spending’s 2.9% contribution to growth.
Seasonal Slump? | Weekly Market Commentary | August 5, 2019
Last week’s stock market slide begs the question whether this August will fit its historical pattern of seasonal weakness.
The Fed’s Course Correction | Weekly Economic Commentary | August 5, 2019
The Fed cut interest rates for the first time in 10 years
A Fed Rate Cut and the Economy | Client Letter | August 1, 2019
The Fed cut interest rates even though the economy is still growing, albeit slowly.
The Inaugural Rate Cut | Weekly Economic Commentary | July 29, 2019
The Fed is expected to cut rates this week for the first time in 10 years.
More On Fed Rate Cut Implications | Weekly Market Commentary | July 29, 2019
The Federal Reserve (Fed) is likely to start an easing cycle this week, which has several investment implications.
