The Fed’s Policy Conundrum | Bond Market Perspectives | August 7, 2018

The Fed announced last Wednesday that it would keep interest rates unchanged, a decision that markets largely expected.

July Employment Report: Healthy Job Gains Despite Missing Expectations | Weekly Economic Commentary | August 6, 2018

The Labor Department’s July jobs report, released on Friday, August 3, confirmed that the labor market remains healthy.

Focus FAQs | Weekly Market Commentary | August 6, 2018

We share the most frequently asked questions from Focus 2018, on topics such as trade tensions, emerging markets, growth versus value, and the yield curve.

Recapping the Latest Earnings and GDP Reports | Client Letter by John Lynch | August 2, 2018

As we look back on the month of July, the standout stories for the summer so far have been strong U.S. economic growth and surging corporate profits. This latest Client Letter recaps these reports and emphasizes the importance of focusing...

U.S. GDP Growth Tops 4% in Q2: A Look Behind the Numbers | Weekly Economic Commentary | July 30, 2018

The economy grew 4.1% in the second quarter, topping 4% for the first time since the third quarter of 2014.

Go Active? | Weekly Market Commentary | July 30, 2018

Active management may be poised for a comeback.

Powell Says Fed on Track…For Now | Bond Market Perspectives | July 24, 2018

In testimony to Congress, Fed Chair Powell largely stuck to the script, saying little to alter the Fed’s perceived course.

Second Quarter GDP Preview | Weekly Economic Commentary | July 23, 2018

The economy may have posted unusually strong growth of near 4% or more in the second quarter.

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