Deal Or No Deal | Weekly Market Commentary | May 13, 2019
Escalating U.S.-China trade tensions caused stocks to sell off more than 2% last week.
The Power of Productivity | Weekly Economic Commentary | May 13, 2019
First quarter productivity rose at the fastest year-over-year pace since 2010.
Market Insight Monthly | April 2019
Green shoots appeared in U.S. economic data as the economy entered the second quarter. Leading indicators signaled low odds of a recession in the coming year.
Sell In May? | Weekly Market Commentary | May 6, 2019
The May through October period has historically been the weakest six months for equities.
A High Bar For Lower Rates | Weekly Economic Commentary | May 6, 2019
Markets are positioning for the first Fed rate cut in 10 years.
Off to a Strong Start | Client Letter | May 2, 2019
May’s client letter extols the market’s strong start to 2019 and suggests keeping an eye on market fundamentals.
Stocks Reach Record Highs | Weekly Market Commentary | April 29, 2019
The S&P 500’s new record high set last week ended a more than 7-month drought without one.
First Quarter’s GDP Surprise | Weekly Economic Commentary | April 29, 2019
First quarter GDP growth was surprisingly strong.
Fading Momentum | Weekly Market Commentary | April 22, 2019
U.S. stocks are sitting at the same levels they were seven months ago, but the path hasn’t been straight.
Green Shoots on Main Street | Weekly Economic Commentary | April 22, 2019
Our Beige Book Barometer climbed from a seven-year low.