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Research Publication

Yields’ March Madness | Weekly Economic Commentary | March 25, 2019

Last week, the 10-year Treasury yield fell below the 3-month yield for the first time since 2007.
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Research Publication

Balanced Risk Reward | Weekly Market Commentary | March 25, 2019

Following the stock market’s recent move higher, coupled with a slightly weaker economic and corporate profit outlook, the risk-reward trade-off in stocks has become less attractive.
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Research Publication

Portfolio Compass | March 20, 2019

No changes.
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Research Publication

An Attention-Grabbing Jobs Report | Weekly Economic Commentary | March 18, 2019

WEC Description: February’s job growth was disappointing, but it followed the biggest two-month gain since 2016.
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Research Publication

Movin On Up (In Market Cap) | Weekly Market Commentary | March 18, 2019

Small cap stocks have performed well so far in 2019; however, we
believe the environment is getting tougher.
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Research Publication

Market Insight Monthly | February 2019

U.S. economic data were sound in February, even as confidence fell amid uncertainty from global trade and political headwinds.
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Research Publication

Modest Pullback Or Something Bigger? | Weekly Market Commentary | March 11, 2019

Following such a strong rally since the December 24 lows, a pullback is reasonable to expect.
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Research Publication

Main Street Sentiment At 7-Year Low | Weekly Economic Commentary | March 11, 2019

Our Beige Book Barometer has dropped to its lowest level since the 2011 European debt crisis.
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Research Publication

Bull Market Reaches 10 Years | Client Letter | March 7, 2019

Please see our latest client letter, which discusses the bull market.
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Research Publication

An Aging Cycle | Weekly Economic Commentary | March 4, 2019

Slow (but steady) growth and accommodative policy have made this expansion especially durable.