A Step Back On Trade | Weekly Economic Commentary | May 20, 2019
Even in the worst-case scenario, we don’t expect a significant impact on the U.S. economy.
Research
Earnings Season Takeaways | Weekly Market Commentary | May 20, 2019
It appears an earnings recession has been averted and better earnings days lie ahead, though trade uncertainty is a huge wild card.
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.
The Power of Productivity | Weekly Economic Commentary | May 13, 2019
First quarter productivity rose at the fastest year-over-year pace since 2010.
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.
Market Insight Monthly | April 2019
Green shoots appeared in U.S. economic data as the economy entered the second quarter.