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Manufacturing Health at 14-Year High | Weekly Economic Commentary | September 10, 2018

Strong manufacturing growth is a bellwether for overall economic health.

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Is EM Washed Out? | Weekly Market Commentary | September 10, 2018

Sentiment on emerging markets (EM) is reaching levels consistent with a contrarian buy signal.

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Plenty of Positives | Client Letter by John Lynch | September 6, 2018

This Client Letter discusses recent positive indicators for U.S. economy and stocks, which we believe outweigh some areas for investor concern.

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Productivity on the Rise | Weekly Economic Commentary | September 4, 2018

Signs of sustainable productivity growth are emerging, thanks to solid economic fundamentals and the tailwind of fiscal stimulus.

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S&P Sector Switcheroo | Weekly Market Commentary | September 4, 2018

S&P 500 GICS sectors will undergo a significant shift later this month with a big revamp and expansion of the telecommunication services sector.

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Powell’s Policy Pragmatism | Weekly Economic Commentary | August 27, 2018

Recent Fed communication reinforced its view that gradual hikes were the appropriate response to a strong economy, near-target inflation, and balanced risks.

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Another Impressive Show from Corporate America | Weekly Market Commentary | August 27, 2018

Second quarter earnings season was quite impressive, with S&P 500 Index earnings growing 25% year over year.

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Turkey’s Crisis and Economic Growth | Weekly Economic Commentary | August 20, 2018

It has been a complicated year for emerging markets (EM).

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