First quarter data showed pockets of the U.S. economy slumped amid global trade and political uncertainty.
Market Insight Quarterly | First Quarter 2019
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Research
What’s Priced In | Weekly Market Commentary | April 15, 2019
After such a strong rally for stocks this year, you may be wondering what could drive stocks higher from here…
Market Insight Monthly | March 2019
U.S. economic data were mixed in March, although leading indicators signaled low odds of a recession in the coming year…
Q1 Earnings Preview | Weekly Market Commentary | April 8, 2019
We expect roughly flat earnings for the first quarter, putting the seven-quarter streak of growth in jeopardy
The Stock Market’s Final Four | Weekly Market Commentary | April 1, 2019
On the men’s side, Auburn, Michigan State, Texas Tech, and Virginia are headed to Minneapolis to determine this year’s college basketball national champion.
Balanced Risk Reward | Weekly Market Commentary | March 25, 2019
Risk-reward trade-off in stocks has become less attractive following recent gains.
Market Insight Monthly | February 2019
U.S. economic data were sound in February, even as confidence fell amid uncertainty from global trade and political headwinds.
Movin on Up (in Market Cap) | Weekly Market Commentary | March 18, 2019
Large caps may be better positioned than small caps, given where we are in the business cycle.
Modest Pullback Or Something Bigger? | Weekly Market Commentary | March 11, 2019
Fundamentals remain sound, valuations are reasonable, and most technical indicators we follow point to further potential gains ahead.
The Bull Turns 10 | Weekly Market Commentary | March 4, 2019
During the 10-year bull market, the S&P 500 Index has more than quadrupled in value.