Main Street Sentiment At 7-Year Low | Weekly Economic Commentary | March 11, 2019

Our Beige Book Barometer has dropped to its lowest level since the 2011 European debt crisis...

Bull Market Reaches 10 Years | Client Letter | March 7, 2019

Please see our latest client letter, which discusses the bull market...

An Aging Cycle | Weekly Economic Commentary | March 4, 2019

Slow (but steady) growth and accommodative policy have made this expansion especially durable...

Five Key Questions | Weekly Market Commentary | February 25, 2019

Stocks may keep going higher, but the easy gains likely have been made...

Economic Data FAQs | Weekly Economic Commentary | February 25, 2019

We expect growth to stabilize as near-term headwinds subside...

Portfolio Compass | February 20, 2019

Upgraded precious metals view to neutral from negative/neutral...

Updates to Our Economic Forecasts | Weekly Economic Commentary | February 19, 2019

We’ve lowered our 2019 forecasts for Fed policy moves, GDP growth, and rates...

The Rally Continues | Weekly Market Commentary | February 19, 2019

The market rally continues, with stocks off to their best year’s start since 1991...

Key Takeaways from Fourth Quarter Earnings | Weekly Market Commentary | February 11, 2019

Earnings growth for the fourth quarter is tracking to a solid 17%, above prior estimates but below the pace of…..

Feeling Confident? | Weekly Economic Commentary | February 11, 2019

Consumer confidence has dropped sharply, primarily from what we see as temporary factors...