Bull Market For Policy Uncertainty | Weekly Market Commentary | June 10, 2019
Policy uncertainty remains high, particularly around trade.
Trade and Tariffs | Client Letter | June 6, 2019
Our June letter discusses the U.S.-China trade dispute, tariffs on Mexican imports, and the possible effects on financial markets. It also explains why we think the S&P 500 may hit new highs later this year.
Five Forecasters | Weekly Market Commentary | May 28, 2019
Our Five Forecasters are collectively indicating that further economic growth and stock market gains appear likely.
Bond Markets’ Signal to Stocks | Weekly Market Commentary | June 3, 2019
Worrisome signals from the bond market contributed to stocks’ first monthly decline of 2019.
The Baffling Bond Market | Weekly Economic Commentary | June 3, 2019
The bond market has been baffling recently.
Five Forecasters | Weekly Economic Commentary | May 28, 2019
Our Five Forecasters collectively point to economic growth ahead.
Five Forecasters: Few Warning Signs | Weekly Market Commentary | May 28, 2019
• Our Five Forecasters are collectively indicating that further economic growth and stock market gains appear likely.
Earnings Season Takeaways | Weekly Market Commentary | May 20, 2019
It appears an earnings recession has been averted and better earnings days lie ahead, though trade uncertainty is a huge wild card.
A Step Back On Trade | Weekly Economic Commentary | May 20, 2019
Investors aren’t quite out of the woods yet with trade tensions.
Portfolio Compass | May 16, 2019
Lowered long-term muni view from Neutral/Positive to Neutral
