Our June letter discusses the U.S.-China trade dispute, tariffs on Mexican imports, and the possible effects on financial markets.
The S&P 500 Index has risen for four consecutive months, resulting in the strongest start to a year in more than 30 years!
While stocks rallied in the first quarter following the sharp December decline, expectations for first quarter gross domestic product (GDP) appeared to dampen and stand at about half the pace that it did last year.
The S&P 500 Index has staged an impressive rally after nearly entering a bear market December 24, with U.S. stocks notching their best start to a year since 1991.
Most of the country might still be in the throes of the winter, but after extreme cold throughout many parts of the
United States, thankfully the weather has warmed up.
Our January Client Letter discusses the emotional toll of a challenging market environment, while reinforcing our confidence in the fundamentals supporting the economy and markets…
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…
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…
Consumer spending added 3 percentage points to overall growth, while trade and inventories were a 1.6 percentage point drag. Business spending was still a slight drag on growth…
Corporate America is unlikely to deliver much, if any, earnings growth in the third quarter. However, we think better days lie ahead…
The Conference Board’s Leading Economic Index (LEI) was unchanged month over month in August after a strong July gain…
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