Riding The Wave…For Now | Weekly Market Commentary | July 22, 2019
We are maintaining our year-end fair value S&P 500 target of 3,000 even though the index is very close to that level…
Weekly Market Commentary
Q2 Earnings: Muddling Through | Weekly Market Commentary | July 15, 2019
We expect slightly positive earnings growth in the second quarter, with substantial drag from falling technology sector earnings…
Taking Stock At The Halfway Mark | Weekly Market Commentary | July 8, 2019
The main drivers of the strong first half were the Federal Reserve’s (Fed) U-turn on monetary policy and progress on trade…
Stock Fundamentals Still Supportive | Weekly Market Commentary | July 1, 2019
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 and Fed Rate Cuts | Weekly Market Commentary | June 17, 2019
Stocks have benefited recently from increasing hopes of a Fed rate cut, although investors probably won’t get one this week…
Bull Market For Policy Uncertainty | Weekly Market Commentary | June 10, 2019
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…