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What’s Priced In | Weekly Market Commentary | April 15, 2019

After such a strong rally for stocks this year, you may be wondering what could drive stocks higher from here.

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Too High or Too Low? | Weekly Economic Commentary | April 15, 2019

Signs of slowing global growth have fueled worries of tepid domestic inflation.

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Market Insight Monthly | March 2019

U.S. economic data were mixed in March, although leading indicators signaled low odds of a recession in the coming year.

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Q1 Earnings Preview | Weekly Market Commentary | April 8, 2019

We expect roughly flat earnings for the first quarter, putting the seven-quarter streak of growth in jeopardy.

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Signs of Spring | Weekly Economic Commentary | April 8, 2019

Leading indicators in jobs, manufacturing, and markets suggest economic acceleration.

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Signals We See in Q1 2019 Results | Client Letter | April 4, 2019

Our April letter comments on the S&P 500 Index’s strong first quarter and steady but slower GDP growth.

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The Stock Market’s Final Four | Weekly Market Commentary | April 1, 2019

This week we share our "Final Four Factors" for the stock market in 2019: 1-Policy, 2-the Economy, 3-Rates, and 4-Profits.

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Our Final Four For The U.S. Economy | Weekly Economic Commentary | April 1, 2019

A rebound in global conditions, capital expenditures, and sentiment may help fuel growth.

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