Market momentum, global participation, and technical support all provide reasons to think gains may not be over for 2019…
Weekly Market Commentary
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…
A Tale of Two Economies | Weekly Market Commentary | November 11, 2019
Consumer spending has powered the U.S. economy this year as businesses curb investments, waiting for trade and geopolitical uncertainty to fade.
Best Six Months of the Year | Weekly Market Commentary | November 4, 2019
The S&P 500 Index reached a fresh new high October 28, eclipsing the previous high of 3,025 set July 26, 2019…
Market Tricks and Treats | Weekly Market Commentary | October 28, 2019
The stock market has been hovering near record highs despite an assortment of economic and geopolitical risks…
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…
Earnings May See Better Days Ahead | Weekly Market Commentary | October 14, 2019
Corporate America is unlikely to deliver much, if any, earnings growth in the third quarter. However, we think better days lie ahead…
Policy Uncertainty Intensifies | Weekly Market Commentary | October 7, 2019
Geopolitical matters have complicated the tug-of-war between fiscal and monetary policies and contributed to investor concerns about increased policy uncertainty.
Global Economy Muddles Along | Weekly Market Commentary | September 30, 2019
The U.S. economy continues to perform well when compared to the rest of the developed world, and is still exhibiting growth near its long-term trend…