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Research Publication

The Inaugural Rate Cut | Weekly Economic Commentary | July 29, 2019

The Fed is expected to cut rates this week for the first time in 10 years.
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Research Publication

More On Fed Rate Cut Implications | Weekly Market Commentary | July 29, 2019

The Federal Reserve (Fed) is likely to start an easing cycle this week, which has several investment implications.
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Research Publication

A Consumer-Driven Quarter | Weekly Economic Commentary | July 22, 2019

We’re encouraged by the strength in consumer spending, but economic growth needs to be broader.
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Research Publication

Riding The Wave…For Now | Weekly Market Commentary | July 22, 2019

We are maintaining our year-end fair value target of 3,000 even though the index is very close to that level.
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Research Publication

Portfolio Compass | July 19, 2019

Stock valuations remain favorable in our view, even with the S&P 500 Index near our year-end fair value target of 3,000.
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Research Publication

Market Insight Quarterly | Second Quarter 2019

Stocks Rise, Rates Fall as Investors Position for Lower Rates
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Research Publication

Q2 Earnings: Muddling Through | Weekly Market Commentary | July 15, 2019

We expect slightly positive earnings growth in the second quarter, with substantial drag from falling technology sector earnings.
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Research Publication

Central Bank Check-In | Weekly Economic Commentary | July 15, 2019

Financial markets are focused on U.S. monetary policy, but the Federal Reserve (Fed) is only part of the story.
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Research Publication

Market Insight Monthly | June 2019

U.S. economic data moderated in June as trade tensions plagued the global economy.
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Research Publication

Job Market Stands Strong | Weekly Economic Commentary | July 8, 2019

Labor market conditions rebounded last month from a disappointing May, easing market worries about the impact
of trade tensions on corporate hiring.