“March Madness for Central Banks” | Weekly Economic Commentary | February 26, 2018
“March brings several significant events that have the potential to be market movers.”
“Raising 2018 Earnings Forecasts” | Weekly Market Commentary | February 26, 2018
“We have raised our 2018 S&P 500 EPS forecast from $147.50 to $152.50 and our S&P 500 year-end fair value target to 2950–3000.”
“Data Deluge Shows Steady Growth” | Weekly Economic Commentary | February 20, 2018
“Many important economic reports were released last week and collectively they showed continued strength in the U.S. economy.”
“Out of the Woods?” | Weekly Market Commentary | February 20, 2018
“Are we out of the woods yet?”
“Managing Interest Rate Risk” | Bond Market Perspectives | February 20, 2018
“Yield curve positioning and proper diversification remain prudent strategies to manage interest rate risk.”
Search for Income | Q4 2017
The Search for Income publication is a quarterly guide to our top ideas for income-producing securities and strategies.
Portfolio Compass | February 14, 2018
“Upgraded industrial metals view from neutral to neutral/positive.”
“Why Own Bonds?” | Bond Market Perspectives | February 13, 2018
“With rising rates making high-quality fixed income more attractive, many fixed income investors may be asking, why own bonds?”
“Correction Perspectives” | Weekly Market Commentary | February 12, 2018
“After an extraordinary two-year period of market calm, the major U.S. equity markets slipped into correction territory last week.”
“The Valentine’s Day Index” | Weekly Economic Commentary | February 12, 2018
“Low overall inflation again carried over to common Valentine’s Day gifts in 2017, with prices rising at or below the average pace.”
