Weekly Market Commentary

We are likely in recession now, though we won’t know that for sure until more timely data is released…

The global pandemic of COVID-19 has sent world equity markets into bear market territory…

As the coronavirus continues to scare global markets, it would be easy forget that the current bull market started 11 years ago today.

Stocks just suffered their worst week since the global financial crisis on coronavirus outbreak fears.

Corporate America impressed us this earnings season. Companies have done an admirable job growing profits, considering several stiff headwinds that they’ve faced.

Productivity is a key ingredient in keeping this aging economic cycle afloat, and a nice bounce in 2019’s fourth quarter productivity may be a step in the right direction…

We highlight four main reasons why international equities’ performance could be poised to improve…

After a three-and-a-half-month, largely uninterrupted rally in stocks, the period of calm ended last week as the coronavirus outbreak led to a bout of volatility…

The S&P 500 Index’s latest rally has been anything but gradual, though, and the bull market has charged past our expectations for this year so far…

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…