News
Five Keys to Emerging Market Outlook | Weekly Market Commentary | May 21, 2018
We favor emerging market and U.S. equities for tactical asset allocations based primarily on our outlooks for global economic growth and earnings.
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Dollar Outlook | Weekly Economic Commentary | May 21, 2018
The U.S. dollar has come back strongly. After losing nearly 10% in 2017 and an additional 4% in January, the U.S. Dollar Index has rallied more than 5% off of its February lows.
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Impressive Earnings Season | Weekly Market Commentary | May 14, 2018
First quarter earnings season was excellent by almost any measure. The numbers were strong even without the boost from the new tax law.
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Oil Bounces, But Still in Balance | Weekly Economic Commentary | May 14, 2018
Last June, oil hit an interim low of about $42.50 and started to climb. By May 7, 2018, it had crossed $70 for the first time since 2014.
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Don’t Sell in May | Weekly Market Commentary | May 7, 2018
“Sell in May and go away” is based on the seasonal stock market pattern in which the six months from May through October are historically weak for stocks.
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Data Deluge | Weekly Economic Commentary | May 7, 2018
The first week of May brought a deluge of economic data, including the April jobs report, key surveys on business activity, and some important readings on inflation.
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Valuation Check-In | Weekly Market Commentary | April 30, 2018
After providing our assessment of stock market fundamentals, sentiment, and technical conditions over the past few weeks, this week we turn to the last piece of our investment process: valuations.
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