Five Key Questions | Weekly Market Commentary | February 25, 2019
Stocks may keep going higher, but the easy gains likely have been made.
Economic Data FAQs | Weekly Economic Commentary | February 25, 2019
We expect growth to stabilize as near-term headwinds subside.
Portfolio Compass | February 20, 2019
Upgraded precious metals view to neutral from negative/neutral.
Updates to Our Economic Forecasts | Weekly Economic Commentary | February 19, 2019
We’ve lowered our 2019 forecasts for Fed policy moves, GDP growth, and rates.
The Rally Continues | Weekly Market Commentary | February 19, 2019
The market rally continues, with stocks off to their best year’s start since 1991.
Key Takeaways from Fourth Quarter Earnings | Weekly Market Commentary | February 11, 2019
Earnings growth for the fourth quarter is tracking to a solid 17%, above prior estimates but below the pace of the previous three quarters.
Feeling Confident? | Weekly Economic Commentary | February 11, 2019
Consumer confidence has dropped sharply, primarily from what we see as temporary factors.
Market Insight Monthly | January 2019
January’s reports painted a picture of a solid economy struggling with global uncertainty.
Stocks Warm Up In January | Client Letter by John Lynch | February 7, 2019
The February client letter discusses positive developments in the economy and markets in January.
That Was the Easy Part | Weekly Market Commentary | February 4, 2019
Stocks posted their best January in more than 30 years after a historically bad December.