Posted on March 5, 2018“Tariff Turbulence” | Weekly Economic Commentary | March 5, 2018 “We believe any potential negative impact caused by the proposed tariffs in isolation will be small.”
Posted on March 5, 2018“The Bull Is 9, Can It Make 10?” | Weekly Market Commentary | March 5, 2018 “The bull market will celebrate its ninth birthday on March 9, 2018. This week, we look at some of our favorite bull market indicators and the signals that accompany them.”
Posted on February 27, 2018“Tips on TIPS” | Bond Market Perspectives | February 27, 2018 “Treasury Inflation-Protected Securities (TIPS) are sought after when inflation is expected to rise.”
Posted on February 26, 2018“March Madness for Central Banks” | Weekly Economic Commentary | February 26, 2018 “March brings several significant events that have the potential to be market movers.”
Posted on February 26, 2018“Raising 2018 Earnings Forecasts” | Weekly Market Commentary | February 26, 2018 “We have raised our 2018 S&P 500 EPS forecast from $147.50 to $152.50 and our S&P 500 year-end fair value target to 2950–3000.”
Posted on February 21, 2018“Data Deluge Shows Steady Growth” | Weekly Economic Commentary | February 20, 2018 “Many important economic reports were released last week and collectively they showed continued strength in the U.S. economy.”
Posted on February 20, 2018“Out of the Woods?” | Weekly Market Commentary | February 20, 2018 “Are we out of the woods yet?”
Posted on February 20, 2018“Managing Interest Rate Risk” | Bond Market Perspectives | February 20, 2018 “Yield curve positioning and proper diversification remain prudent strategies to manage interest rate risk.”
Posted on February 15, 2018Search for Income | Q4 2017 The Search for Income publication is a quarterly guide to our top ideas for income-producing securities and strategies.
Posted on February 14, 2018Portfolio Compass | February 14, 2018 “Upgraded industrial metals view from neutral to neutral/positive.”