“To Sell or Not to Sell: The China/Treasuries Dilemma” | Bond Market Perspectives | May 8, 2018

China could sell its holdings of Treasuries, potentially leading to higher U.S. rates.

“Data Deluge” | Weekly Economic Commentary | May 7, 2018

Economic data received over the first week of May indicated steady economic growth with only marginal risk of overheating."

“Don’t Sell in May” | Weekly Market Commentary | May 7, 2018

The May through October period has historically been the weakest six months for equities.

“Opportunity Amidst Seasonal Weakness” Client Letter by John Lynch | May 3, 2018

"May’s arrival has brought warmer weather to many parts of the U.S. (finally), but it also brings talk of one of the most widely cited stock market clichés in history: “Sell in May and go away.”

“Search for Income: Yield Opportunities Improve” | Bond Market Perspectives | May 1, 2018

The Bond Market Perspectives "Search for Income" is a quarterly guide to our top ideas for income-producing strategies.

“A Closer Look at First Quarter GDP” | Weekly Economic Commentary | April 30, 2018

"The economy posted solid first quarter growth of 2.3% in the face of seasonal headwinds."

“Valuation Check-In” | Weekly Market Commentary | April 30, 2018

We make the case that stock valuations are reasonable when considering interest rates and inflation.

“Yield Curve Subplot” | Bond Market Perspectives | April 24, 2018

The yield curve has continued to flatten; however, because rates are rising simultaneously, it is a less ominous indicator for the economy relative to if yields were falling.

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