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Research Publication

Market Tricks and Treats | Weekly Market Commentary | October 28, 2019

In the spirit of Halloween, we discuss some of the tricks and treats that might spook the
markets between now and year-end.
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Research Publication

S&P 500 Brushes Record High | Weekly Market Performance | October 25, 2019

U.S. stocks gained for a third straight week, and the S&P 500 Index brushed record highs.
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Research Publication

Seasonal (Tail)winds | Weekly Market Commentary | October 21, 2019

The stock market has started October on a bumpy path. Many global issues remain unresolved, but seasonal forces, sound fundamentals, and breakthroughs on the trade and geopolitical1 fronts could help sustain the S&P 500 Index at record highs. Volatility can be uncomfortable, but we remain confident enough in domestic fundamentals that we would recommend suitable investors use any potential pullbacks to consider buying or rebalancing equity positions
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Research Publication

Another Run at Record Highs | Weekly Market Performance | October 18, 2019

U.S. stocks gained this week, making another run at all-time highs as investors watched global developments, and third quarter earnings season kicked off.
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Research Publication

Portfolio Compass | October 16, 2019

We have maintained our S&P 500 Index year-end fair value target of 3,000, even as the index hovers near that level following recent progress on U.S.-China trade discussions.
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Research Publication

Earnings May See Better Days Ahead | Weekly Market Commentary | October 14, 2019

Corporate earnings growth has ground to a halt, but we think better times lie ahead. While tariffs and ongoing trade uncertainty could delay improvement, we remain optimistic that some progress on trade will be forthcoming and earnings growth could pick up over the coming quarters.
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Research Publication

Stocks Rally to End Week | Weekly Market Performance | October 11, 2019

Stocks rallied on trade optimism late in the week, erasing the S&P 500 Index’s 2% loss through Tuesday
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Research Publication

Market Insight Quarterly | Third Quarter 2019

Continued economic growth and Fed rate cuts helped support stocks amid ongoing trade uncertainty.
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Research Publication

Market Insight Monthly | September 2019

Economic data improves in September.
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Research Publication

Policy Uncertainty Intensifies | Weekly Market Commentary | October 7, 2019

Geopolitical matters1 have complicated the tug-of-war between fiscal2 and monetary3 policies and contributed to investor concerns about increased policy uncertainty. Policy uncertainty will likely persist, but we think financial markets will climb this wall of worry.