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Research Publication

The Current State of Capex | Weekly Economic Commentary | November 26, 2018

We expect robust capex growth to resume once U.S. businesses get more clarity around trade.
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Research Publication

Corporate America Impresses Again | Weekly Market Commentary | November 26, 2018

Third quarter earnings season was again very impressive, with S&P 500 Index earnings growing 28% year over year, the fastest pace since the fourth quarter of 2010.
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Research Publication

Portfolio Compass | November 14, 2018

Upgraded our view of mortgage-backed securities (MBS) from neutral to neutral/positive; Downgraded our view of bank loans to neutral from neutral/positive.
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Research Publication

Trade Check-In | Weekly Economic Commentary | November 12, 2018

We still believe trade’s economic impact will be limited, but the indirect consequences should be monitored.
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Research Publication

Midterm Takeaways | Weekly Market Commentary | November 12, 2018

Getting past the midterm election removes uncertainty and enables investors to focus on fundamentals, which we believe can be positive for stocks.
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Research Publication

Market Insight Monthly | October 2018

Overall, October’s economic reports reflected solid U.S. economic growth and manageable inflationary pressures.
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Research Publication

Midterms and the Markets | Client Letter by John Lynch | November 7, 2018

When it comes to elections, the markets seem to seek clarity above all else; yet there are some policy implications to consider. We break down the 2018 midterm elections in this latest Client Letter.
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Research Publication

Rising Wages and the U.S. Economy | Weekly Economic Commentary | November 5, 2018

We believe wage growth (and labor costs) will remain manageable amid the Fed’s gradual approach and changing labor market dynamics.
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Research Publication

The Bright Side | Weekly Market Commentary | November 5, 2018

Within the four-year presidential cycle, this quarter and the following two quarters next year are historically the best for stocks.