U.S. economic data improved in May on balance, even as investors battled a resurgence in U.S.-China trade tensions…
Research
Bull Market For Policy Uncertainty | Weekly Market Commentary | June 10, 2019
Last week stocks enjoyed their best week since November 2018 despite rampant policy uncertainty. Policy uncertainty remains high, particularly around trade, but you wouldn’t know it…
Bond Markets’ Signal to Stocks | Weekly Market Commentary | June 3, 2019
Worrisome signals from the bond market contributed to stocks’ first monthly decline of 2019.
Five Forecasters: Few Warning Signs | Weekly Market Commentary | May 28, 2019
Our Five Forecasters are collectively indicating that further economic growth and stock market gains appear likely.
Earnings Season Takeaways | Weekly Market Commentary | May 20, 2019
It appears an earnings recession has been averted and better earnings days lie ahead, though trade uncertainty is a huge wild card.
Deal Or No Deal | Weekly Market Commentary | May 13, 2019
Escalating U.S.-China trade tensions caused stocks to sell off more than 2% last week.
Market Insight Monthly | April 2019
Green shoots appeared in U.S. economic data as the economy entered the second quarter.
Sell In May? | Weekly Market Commentary | May 6, 2019
The May through October period has historically been the weakest six months for equities.
Stocks Reach Record Highs | Weekly Market Commentary | April 29, 2019
The S&P 500’s new record high set last week ended a more than 7-month drought without one.
Fading Momentum | Weekly Market Commentary | April 22, 2019
U.S. stocks are sitting at the same levels they were seven months ago, but the path hasn’t been straight…