Earnings growth was largely absent in 2019, but we expect it to pick up in 2020. With stock valuations elevated, we think earnings hold the key to pushing stocks higher this year…
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Market Insight Quarterly | Fourth Quarter 2019
Third-quarter data showed the U.S. economy grew at an average pace for the economic expansion, with signs of weakening in manufacturing…
Assessing Geopolitical Risk | Weekly Market Commentary | January 13, 2020
The United States’ airstrike January 3, 2020, near Baghdad, Iraq, that killed a top Iranian military general was a major escalation in Mideast tensions…
Market Insight Monthly | December 31, 2019
The U.S. economy wrapped up 2019 with a batch of generally promising data as U.S-China trade tensions died down…
Lessons From The Past Decade | Weekly Market Commentary | January 6, 2020
As we begin 2020, we’ve had a chance to reflect on what was an unprecedented decade for financial markets…
2019 Hits and Misses | Weekly Market Commentary | December 30, 2019
2019 was a difficult year to forecast after 2018 ended with the worst December since the Great Depression…
Profit Growth Key for 2020 Stocks | Weekly Market Commentary | December 23, 2019
Clarity from the phase-one trade deal with China and United Kingdom election results could help shift stock market performance drivers more toward investing fundamentals in 2020…
Market Insight Monthly | November 2019
The Conference Board’s Leading Economic Index (LEI) rose 0.3% year over year in October, tying its slowest pace of growth since 2016…
Better Days Ahead for Bonds | Weekly Market Commentary | December 16, 2019
2019 was a baffling year for bonds. The 10-year U.S. Treasury yield fell to a three-year low, and the yield curve flashed ominous signals about the economic outlook…
Ambling Along in 2020 | Weekly Market Commentary | December 9, 2019
U.S. economic growth has slowed in 2019. However, the economy is still growing, and we believe it will continue growing through 2020…