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Bull Market Reaches 10 Years | Client Letter | March 7, 2019

Please see our latest client letter, which discusses the bull market.

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An Aging Cycle | Weekly Economic Commentary | March 4, 2019

Slow (but steady) growth and accommodative policy have made this expansion especially durable.

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Five Key Questions | Weekly Market Commentary | February 25, 2019

Stocks may keep going higher, but the easy gains likely have been made.

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Economic Data FAQs | Weekly Economic Commentary | February 25, 2019

We expect growth to stabilize as near-term headwinds subside.

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Portfolio Compass | February 20, 2019

Upgraded precious metals view to neutral from negative/neutral.

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Updates to Our Economic Forecasts | Weekly Economic Commentary | February 19, 2019

We’ve lowered our 2019 forecasts for Fed policy moves, GDP growth, and rates.

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The Rally Continues | Weekly Market Commentary | February 19, 2019

The market rally continues, with stocks off to their best year’s start since 1991.

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Key Takeaways from Fourth Quarter Earnings | Weekly Market Commentary | February 11, 2019

Earnings growth for the fourth quarter is tracking to a solid 17%, above prior estimates but below the pace of the previous three quarters.

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