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Market Insight Monthly | November 2018

Economic trends generally improved in November, even after strong gross domestic product (GDP) growth over the last two quarters.

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Retest | Weekly Market Commentary | December 10, 2018

We view last week’s market decline as a retest of the October–November lows.

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U.S.-China Trade Deal, One Week Later | Weekly Economic Commentary | December 10, 2018

Conflicting messages from government officials led investors to question initial trade-deal optimism.

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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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