Trade risk, slower global growth, and the impeachment inquiry have garnered a lot of the headlines recently, but behind the scenes the U.S. economy has remained resilient…
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Technicals Check-In | Weekly Market Commentary | December 2, 2019
Market momentum, global participation, and technical support all provide reasons to think gains may not be over for 2019…
Have We Hit the Earnings Bottom? | Weekly Market Commentary | November 25, 2019
While earnings declined year over year in the third quarter, results still exceeded expectations…
Recession Watch | Weekly Market Commentary | November 18, 2019
Why would we write a report about recession with the S&P 500 at record highs? Consider it a check-up. Just because you feel good doesn’t mean you skip your annual physical at the doctor…
Market Insight Monthly | October 2019
Gross domestic product (GDP) grew 1.9% in the third quarter, its slowest pace of growth since the fourth quarter of 2018.
A Tale of Two Economies | Weekly Market Commentary | November 11, 2019
Consumer spending has powered the U.S. economy this year as businesses curb investments, waiting for trade and geopolitical uncertainty to fade.
Best Six Months of the Year | Weekly Market Commentary | November 4, 2019
The S&P 500 Index reached a fresh new high October 28, eclipsing the previous high of 3,025 set July 26, 2019…
Market Tricks and Treats | Weekly Market Commentary | October 28, 2019
The stock market has been hovering near record highs despite an assortment of economic and geopolitical risks…
Seasonal (Tail)winds | Weekly Market Commentary | October 21, 2019
The stock market has started October on a bumpy path. Many global issues remain unresolved, but seasonal forces, sound fundamentals, and breakthroughs on the trade…
Market Insight Quarterly | Third Quarter 2019
Consumer spending added 3 percentage points to overall growth, while trade and inventories were a 1.6 percentage point drag. Business spending was still a slight drag on growth…