News
Outlook 2019: Fundamental – How to Focus on What Really Matters in the Markets
After nearly 10 years of witnessing the U.S economy and stock market recover—and thrive—investors are starting to wonder if we’ve seen all this expansion…
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Updates to Our Economic Forecasts | Weekly Economic Commentary | February 19, 2019
The United States has weathered a 35-day government shutdown, global data have deteriorated further, trade headlines continue to dominate the news…
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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.
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Feeling Confident? | Weekly Economic Commentary | February 11, 2019
Sentiment’s swift decline has caused some to wonder if a drop in confidence could be self-fulfilling, as lower confidence could weigh on consumer spending, and consequently, on output.
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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.
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The Fed’s Policy U-Turn | Weekly Economic Commentary | February 4, 2019
The Federal Reserve (Fed) just delivered a widely expected but important monetary policy decision.
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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.
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