We expect growth to stabilize as near-term headwinds subside.
Upgraded precious metals view to neutral from negative/neutral.
We’ve lowered our 2019 forecasts for Fed policy moves, GDP growth, and rates.
The market rally continues, with stocks off to their best year’s start since 1991.
Earnings growth for the fourth quarter is tracking to a solid 17%, above prior estimates but below the pace of the previous three quarters.
Consumer confidence has dropped sharply, primarily from what we see as temporary factors.
January’s reports painted a picture of a solid economy struggling with global uncertainty.
The February client letter discusses positive developments in the economy and markets in January.
Ready to take the first step? Schedule your introductory phone call. We look forward to getting to know you.