Resources

“The Impact of 3%” | Bond Market Perspectives | May 15, 2018

By fiduciaryadmin | May 15, 2018

The 10-year Treasury yield recently crossed the psychologically important 3% level for the first time since December 2013.

“Impressive Earnings Season” | Weekly Market Commentary | May 14, 2018

By fiduciaryadmin | May 14, 2018

In this week’s commentary, we recap the outstanding near-complete first quarter earnings season, highlight some of the key themes, and show why a potential peak in earnings growth is not cause for immediate concern.

“Oil Bounces, But Still in Balanace” | Weekly Economic Commentary | May 14, 2018

By fiduciaryadmin | May 14, 2018

Consumers will feel the impact of higher oil prices, but the effect may be small compared to the benefits of a strong job market and the new tax law.

Market Insight Monthly | April 2018

By fiduciaryadmin | May 9, 2018

“Economic reports released in April 2018, largely reflecting economic activity in March, showed continued solid economic growth in the U.S.”

“To Sell or Not to Sell: The China/Treasuries Dilemma” | Bond Market Perspectives | May 8, 2018

By fiduciaryadmin | May 8, 2018

China could sell its holdings of Treasuries, potentially leading to higher U.S. rates.

“Data Deluge” | Weekly Economic Commentary | May 7, 2018

By fiduciaryadmin | May 7, 2018

Economic data received over the first week of May indicated steady economic growth with only marginal risk of overheating.”

“Don’t Sell in May” | Weekly Market Commentary | May 7, 2018

By fiduciaryadmin | May 7, 2018

The May through October period has historically been the weakest six months for equities.

“Opportunity Amidst Seasonal Weakness” Client Letter by John Lynch | May 3, 2018

By fiduciaryadmin | May 4, 2018

“May’s arrival has brought warmer weather to many parts of the U.S. (finally), but it also brings talk of one of the most widely cited stock market clichés in history: “Sell in May and go away.”

“Search for Income: Yield Opportunities Improve” | Bond Market Perspectives | May 1, 2018

By fiduciaryadmin | May 1, 2018

The Bond Market Perspectives “Search for Income” is a quarterly guide to our top ideas for income-producing strategies.

“A Closer Look at First Quarter GDP” | Weekly Economic Commentary | April 30, 2018

By fiduciaryadmin | April 30, 2018

“The economy posted solid first quarter growth of 2.3% in the face of seasonal headwinds.”