2019 was a difficult year to forecast after 2018 ended with the worst December since the Great Depression…
2019 Hits and Misses | Weekly Market Commentary | December 30, 2019
read more
Research
Profit Growth Key for 2020 Stocks | Weekly Market Commentary | December 23, 2019
Clarity from the phase-one trade deal with China and United Kingdom election results could help shift stock market performance drivers more toward investing fundamentals in 2020…
Market Insight Monthly | November 2019
The Conference Board’s Leading Economic Index (LEI) rose 0.3% year over year in October, tying its slowest pace of growth since 2016…
Better Days Ahead for Bonds | Weekly Market Commentary | December 16, 2019
2019 was a baffling year for bonds. The 10-year U.S. Treasury yield fell to a three-year low, and the yield curve flashed ominous signals about the economic outlook…
Ambling Along in 2020 | Weekly Market Commentary | December 9, 2019
U.S. economic growth has slowed in 2019. However, the economy is still growing, and we believe it will continue growing through 2020…
Outlook 2020: Client Letter
Hindsight is 20/20, but finding clarity in future uncertainty can be fuzzy. 2019 has been a very rewarding year for investors…
Outlook 2020: Printer-Friendly
Trade risk, slower global growth, and the impeachment inquiry have garnered a lot of the headlines recently, but behind the scenes the U.S. economy has remained resilient…
Technicals Check-In | Weekly Market Commentary | December 2, 2019
Market momentum, global participation, and technical support all provide reasons to think gains may not be over for 2019…
Have We Hit the Earnings Bottom? | Weekly Market Commentary | November 25, 2019
While earnings declined year over year in the third quarter, results still exceeded expectations…
Recession Watch | Weekly Market Commentary | November 18, 2019
Why would we write a report about recession with the S&P 500 at record highs? Consider it a check-up. Just because you feel good doesn’t mean you skip your annual physical at the doctor…