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Research Publication

A Sentiment Check | Weekly Market Commentary | January 27, 2020

Wall Street has often called this the most hated bull market in history, and for good reason.
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Research Publication

Coronavirus Outbreak Intensifies | Weekly Market Performance | January 31, 2020

U.S. stocks fell for the second straight week, as the S & P 500 Index slid as the coronavirus outbreak spread repidly within China and fears of a global outbreak increased.
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Research Publication

Stocks Pause On Viral Outbreak | Weekly Market Performance | January 24, 2020

U.S. stocks fell during the holiday-shortened week, with the S & P 500 notching its third weekly loss since October 2019.
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Research Publication

Earnings Are All About 2020 | Weekly Market Commentary | January 20, 2020

Earnings growth was largely absent in 2019, but we expect it to pick up in 2020.
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Research Publication

Stocks Rise On Trade, Earnings News | Weekly Market Performance | January 17, 2020

U.S. stocks rose again this week to fresh record highs, powering the S & P 500 Index to its 13th weekly gain out of the last 15 weeks.
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Research Publication

Portfolio Compass | January 15, 2020

With stocks at our year-end fair value target, the magnitude of a potential stock market advance in 2020 may be limited.
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Research Publication

Market Insight Quarterly | Fourth Quarter 2019

Third-quarter data showed the U.S. economy grew at an average pace for the economic expansion, with signs of weakening in manufacturing.
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Research Publication

Assessing Geopolitical Risk | Weekly Market Commentary | January 13, 2020

We discuss what the conflict with the Middle East might mean for stocks and assess ongoing risks.
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Research Publication

Market Insight Monthly | December 31, 2019

The U.S. economy wrapped up 2019 with a batch of generally promising data as U.S-China trade tensions died down.
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Research Publication

More Gains Despite Mideast Conflict | Weekly Market Performance | January 10, 2020

U.S. stocks weathered the Mideast conflict with the S & P 500 Index posting its 12th weekly gain out of the last 14 weeks.