“Fed vs. Market” | Weekly Economic Commentary | September 25, 2017

"The market believes that the Fed will raise rates, though not to the extent that it says."..

Portfolio Compass | September 20, 2017

“Lowered real estate view from neutral/positive to neutral; lowered municipal high-yield view from neutral to neutral/negative.”..

“Balance Sheet Ballyhoo” | Bond Market Perspectives | September 19, 2017

“The Fed is expected to offer details about when it will begin reducing its balance sheet this week.”..

“Update on Growth and Value Stocks” | Weekly Market Commentary | September 18, 2017

“Growth stock valuations appear rich; its run may be poised to pause or reverse.”..

“Why Isn’t Inflation Higher?” | Weekly Economic Commentary | September 18, 2017

"While inflation has been trending lower in recent months, the latest CPI report shows some upward momentum."..

“High Yield: Finally Near Fair Value” | Bond Market Perspectives | September 12, 2017

"Recent bank lending standards data provide further support for high-yield fundamentals."..

Market Insight Monthly | August 2017

"Economic reports released in August 2017, which mostly reflect economic activity in July, confirmed that the U.S. economy continued to…..

“Strong European Earnings Are Keeping Europe Cheap” | Weekly Market Commentary | September 11, 2017

“After years of diminished earnings ended in the third quarter of 2016, European companies have begun seeing sustained growth in…..

“Beige Book: Window on Main Street” | Weekly Economic Commentary | September 11, 2017

"The Beige Book suggests continued moderate economic growth."..

“September Preview: Time for Volatility?” | Weekly Economic Commentary | September 5, 2017

"As the pace of life tends to pick up in September with kids back at school, the market is following…..