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Bull Market For Policy Uncertainty | Weekly Market Commentary | June 10, 2019

Policy uncertainty remains high, particularly around trade.

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Trade and Tariffs | Client Letter | June 6, 2019

Our June letter discusses the U.S.-China trade dispute, tariffs on Mexican imports, and the possible effects on financial markets. It also explains why we think the S&P 500 may hit new highs later this year.

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Five Forecasters | Weekly Market Commentary | May 28, 2019

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

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Five Forecasters | Weekly Economic Commentary | May 28, 2019

Our Five Forecasters collectively point to economic growth ahead.

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Bond Markets’ Signal to Stocks | Weekly Market Commentary | June 3, 2019

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

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The Baffling Bond Market | Weekly Economic Commentary | June 3, 2019

The bond market has been baffling recently.

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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.

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A Step Back On Trade | Weekly Economic Commentary | May 20, 2019

Investors aren't quite out of the woods yet with trade tensions.

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