Portfolio Compass | April 18, 2019
Lowered Stocks view from Neutral/Positive to Neutral; Lowered U.S. Equities view from Neutral/Positive to Neutral; Raised Bonds view from Negative/Neutral to Neutral
Market Insight Quarterly | First Quarter 2019
U.S. economy sent mixed signals amid uncertainty.
What’s Priced In | Weekly Market Commentary | April 15, 2019
After such a strong rally for stocks this year, you may be wondering what could drive stocks higher from here.
Too High or Too Low? | Weekly Economic Commentary | April 15, 2019
Signs of slowing global growth have fueled worries of tepid domestic inflation.
Market Insight Monthly | March 2019
U.S. economic data were mixed in March, although leading indicators signaled low odds of a recession in the coming year.
Q1 Earnings Preview | Weekly Market Commentary | April 8, 2019
We expect roughly flat earnings for the first quarter, putting the seven-quarter streak of growth in jeopardy.
Signs of Spring | Weekly Economic Commentary | April 8, 2019
Leading indicators in jobs, manufacturing, and markets suggest economic acceleration.
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.
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.
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.
