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Deal Or No Deal | Weekly Market Commentary | May 13, 2019

Escalating U.S.-China trade tensions caused stocks to sell off more than 2% last week.

The Power of Productivity | Weekly Economic Commentary | May 13, 2019

First quarter productivity rose at the fastest year-over-year pace since 2010.

Market Insight Monthly | April 2019

Green shoots appeared in U.S. economic data as the economy entered the second quarter.

Sell In May? | Weekly Market Commentary | May 6, 2019

The May through October period has historically been the weakest six months for equities.

A High Bar For Lower Rates | Weekly Economic Commentary | May 6, 2019

Consumer inflation has weakened, but we (and the Fed) believe the slowdown is temporary.

Off to a Strong Start | Client Letter | May 2, 2019

The S&P 500 Index has risen for four consecutive months, resulting in the strongest start to a year in more than 30 years!

« Older Entries

Portfolio Compass | May 16, 2019

We expect a transition to large cap market leadership and away from small cap stocks in 2019
as the economic cycle ages.

Deal Or No Deal | Weekly Market Commentary | May 13, 2019

Escalating U.S.-China trade tensions caused stocks to sell off more than 2% last week.

The Power of Productivity | Weekly Economic Commentary | May 13, 2019

First quarter productivity rose at the fastest year-over-year pace since 2010.

Market Insight Monthly | April 2019

Green shoots appeared in U.S. economic data as the economy entered the second quarter.

Sell In May? | Weekly Market Commentary | May 6, 2019

The May through October period has historically been the weakest six months for equities.

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