Weekly Market Commentary

We expect slightly positive earnings growth in the second quarter, with substantial drag from falling technology sector earnings…

The main drivers of the strong first half were the Federal Reserve’s (Fed) U-turn on monetary policy and progress on trade…

We expect stocks to move higher over the second half of the year. Stocks already have had quite a run in 2019, buoyed by a return to fundamentals…

Stocks have benefited recently from increasing hopes of a Fed rate cut, although investors probably won’t get one this week…

Last week stocks enjoyed their best week since November 2018 despite rampant policy uncertainty. Policy uncertainty remains high, particularly around trade, but you wouldn’t know it…

Worrisome signals from the bond market contributed to stocks’ first monthly decline of 2019.

Our Five Forecasters are collectively indicating that further economic growth and stock market gains appear likely.

It appears an earnings recession has been averted and better earnings days lie ahead, though trade uncertainty is a huge wild card.

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

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