The war against the COVID-19 pandemic continues this week as the number of new cases and deaths continues to grow…
Market Bottoming Process Continues | Weekly Market Commentary | April 6, 2020
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Research
Road To Recovery Playbook Update | Weekly Market Commentary | March 30, 2020
The COVID-19 pandemic continues to significantly and negatively impact the global economy, making this crisis one of the worst we have ever faced…
Key Week for the Bottoming Process | Weekly Market Commentary | March 23, 2020
We are likely in recession now, though we won’t know that for sure until more timely data is released…
Road TO Recovery Playbook | Weekly Market Commentary | March 16, 2020
The global pandemic of COVID-19 has sent world equity markets into bear market territory…
Global Portfolio Strategy | March 10, 2020
The COVID-19 outbreak roiled markets over the past two weeks, putting the S&P 500 into correction territory and near a 20% bear market decline.
The Bull Turns 11 | Weekly Market Commentary | March 9, 2020
As the coronavirus continues to scare global markets, it would be easy forget that the current bull market started 11 years ago today.
Coronavirus Fears Intensify | Weekly Market Commentary | March 2, 2020
Stocks just suffered their worst week since the global financial crisis on coronavirus outbreak fears.
Corporate America Impresses | Weekly Market Commentary | February 24, 2020
Corporate America impressed us this earnings season. Companies have done an admirable job growing profits, considering several stiff headwinds that they’ve faced.
Productivity Bounces | Weekly Market Commentary | February 18, 2020
Productivity is a key ingredient in keeping this aging economic cycle afloat, and a nice bounce in 2019’s fourth quarter productivity may be a step in the right direction…
Global Portfolio Strategy | February 11, 2020
U.S. manufacturing data improved from weak levels, defense drove durable goods order growth, and underlying data on the U.S. consumer and job growth was solid…