Portfolio Compass | June 19, 2019

Slower but still solid economic growth and modest inflationary pressure may be headwinds for fixed income...

Setting The Stage | Weekly Economic Commentary | June 17, 2019

The Federal Reserve is scheduled to announce its next policy decision June 19..

Stocks and Fed Rate Cuts | Weekly Market Commentary | June 17, 2019

Stocks have benefited recently from increasing hopes of a Fed rate cut, although investors probably won't get one this week...

Market Insight Monthly | May 2019

U.S. economic data improved in May on balance, even as investors battled a resurgence in U.S.-China trade tensions...

A Record-Long Expansion | Weekly Economic Commentary | June 10, 2019

This economic expansion is now one of the longest on record...

Bull Market For Policy Uncertainty | Weekly Market Commentary | June 10, 2019

Policy uncertainty remains high, particularly around trade...

Trade and Tariffs | Client Letter | June 6, 2019

Our June letter discusses the U.S.-China trade dispute, tariffs on Mexican imports, and the possible effects on financial markets. It…..

Five Forecasters | Weekly Market Commentary | May 28, 2019

Our Five Forecasters are collectively indicating that further economic growth and stock market gains appear likely...

Bond Markets’ Signal to Stocks | Weekly Market Commentary | June 3, 2019

Worrisome signals from the bond market contributed to stocks’ first monthly decline of 2019...

The Baffling Bond Market | Weekly Economic Commentary | June 3, 2019

The bond market has been baffling recently...