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Looking Ahead to 2019 | Client Letter by John Lynch | December 6, 2018

We reflect on the 2018 markets and provide our expectations for 2019.

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Fed Shows Flexibility | Weekly Economic Commentary | December 3, 2018

Fed fund futures are more dovish than the Fed’s dots, but the Fed is treading carefully.

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Strong Week Ahead of Big Weekend | Weekly Market Commentary | December 3, 2018

Last week’s stock market rally was driven by optimism (now clearly warranted) surrounding U.S.-China trade talks and a more dovish Fed.

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The Current State of Capex | Weekly Economic Commentary | November 26, 2018

We expect robust capex growth to resume once U.S. businesses get more clarity around trade.

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Corporate America Impresses Again | Weekly Market Commentary | November 26, 2018

Third quarter earnings season was again very impressive, with S&P 500 Index earnings growing 28% year over year, the fastest pace since the fourth quarter of 2010.

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Portfolio Compass | November 14, 2018

Upgraded our view of mortgage-backed securities (MBS) from neutral to neutral/positive; Downgraded our view of bank loans to neutral from neutral/positive.

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Trade Check-In | Weekly Economic Commentary | November 12, 2018

We still believe trade’s economic impact will be limited, but the indirect consequences should be monitored.

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Midterm Takeaways | Weekly Market Commentary | November 12, 2018

Getting past the midterm election removes uncertainty and enables investors to focus on fundamentals, which we believe can be positive for stocks.

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