“The Impact of 3%” | Bond Market Perspectives | May 15, 2018

The 10-year Treasury yield recently crossed the psychologically important 3% level for the first time since December 2013...

“Impressive Earnings Season” | Weekly Market Commentary | May 14, 2018

In this week’s commentary, we recap the outstanding near-complete first quarter earnings season, highlight some of the key themes, and…..

“Oil Bounces, But Still in Balanace” | Weekly Economic Commentary | May 14, 2018

Consumers will feel the impact of higher oil prices, but the effect may be small compared to the benefits of…..

Market Insight Monthly | April 2018

"Economic reports released in April 2018, largely reflecting economic activity in March, showed continued solid economic growth in the U.S."..

“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…..

“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."..