U.S. economic data were sound in February, even as confidence fell amid uncertainty from global trade and political headwinds.
Market Insight Monthly | February 2019
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Research
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.
Five Key Questions | Weekly Market Commentary | February 25, 2019
Recent gains eliminated oversold conditions and pushed valuations higher, raising the bar for further gains and making the next leg higher more difficult to achieve.
The Rally Continues | Weekly Market Commentary | February 19, 2019
The rally continues, as the S&P 500 Index gained for the seventh week out of the past eight, while the Dow Jones Industrial Average, Russell 2000 Index, and Nasdaq all closed higher for the eighth consecutive week.
Key Takeaways from Fourth Quarter Earnings | Weekly Market Commentary | February 11, 2019
Tax cuts boosted earnings growth by 7–8 percentage points. Revenues (which are not impacted by the tax cuts) are tracking to a healthy 6% increase, similar to prior expectations.
Market Insight Monthly | January 2019
Rising economic uncertainty also weighed on business and consumer confidence data.
That Was the Easy Part | Weekly Market Commentary | February 4, 2019
2019 is off to a roaring start, as the S&P 500 Index gained 7.9% for its best January since 1987.
Is the Fed Almost Done? | Weekly Market Commentary | January 28, 2019
The Fed will likely pause interest rate hikes at its policy meeting this week. The Federal Reserve (Fed) meets this week, culminating in its rate decision on Wednesday, January 30…