Market Insight Monthly | September 2019

Economic data improves in September.

Policy Uncertainty Intensifies | Weekly Market Commentary | October 7, 2019

Geopolitical matters1 have complicated the tug-of-war between fiscal2 and monetary3 policies and contributed to investor concerns about increased policy uncertainty. Policy uncertainty will likely persist, but we think financial markets will climb this wall of worry.

Scary Start to October | Weekly Market Performance | October 4, 2019

Stocks fell for a third straight week as investors gauged the health of the U.S. economy and its impact on future monetary policy.

October Heats Up | Client Letter | October 3, 2019

October historically has been a volatile month but also the third strongest month of the year for the S&P 500 Index

Searching for Direction | Weekly Market Performance | September 27, 2019

Stocks searched for direction this week as investors digested news of political tensions and signs of trade progress.

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. The outlook in other developed economies is not quite as bright, however, as unconventional and...

Central Banks Are Back | Weekly Market Commentary | September 23, 2019

Since we began highlighting the return of fiscal leadership as a primary driver for economic and market activity nearly two years ago, we’ve seen the return to central bank dominance, particularly by the U.S. Federal Reserve. This has significant implications...

Markets Take A Punch | Weekly Market Performance | September 20, 2019

Large cap equities outperformed small caps, while the growth style of investing modestly outpaced value

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