“This week, we provide an overview of a solid 2017 for the economy.”
“Investment Implications of the New Tax Law: Economy at a Glance” | Weekly Economic Commentary | January 2, 2018
“The new law is intended to boost economic activity and simplify the U.S. tax code.”
“Investment Implications of the New Tax Law: Equities at a Glance” | Weekly Market Commentary | January 2, 2018
“The new law is intended to boost economic activity and simplify the U.S. tax code.”
“Investment Implications of the New Tax Law: Bonds at a Glance” | Bond Market Perspectives | January 2, 2018
“The new law is intended to boost economic activity and simplify the U.S. tax code.”
“Impacts of the New Tax Law” Client Letter by John Lynch | December 28, 2017
“Although the depth of detail of this new law may be intimidating, on balance, we believe its passage provides firmer footing for investors as we begin a new year.”
“Nothing Ado About Much” | Bond Market Perspectives | December 19, 2017
“In anticipation of a large tax reform deal that has powered equity markets higher, the Treasury market has been oddly quiet. “
“When Overbought Is Bullish” | Weekly Market Commentary | December 18, 2017
“The bull market continues to march higher.”
“Forecasting Follies: Fed Hits Its Mark in 2017” | Weekly Economic Commentary | December 18, 2017
“In 2017, the Fed hit its mark for the expected number of rate hikes after missing by a wide margin in the prior two years.”
Portfolio Compass | December 14, 2017
“ƒIncreased stocks view from neutral to neutral/positive. Lowered bond view from neutral to neutral/negative. Increased large value view to neutral/positive. Lowered large growth view to neutral/negative. Lowered Treasuries view to neutral/negative.”
“Central Bank Steepener Ahead?” | Bond Market Perspectives | December 12, 2017
“We expect the fixed income market to be under pressure in the coming year.”
