Market Insight Quarterly | First Quarter 2019

STOCKS REBOUND AMID MIXED ECONOMIC SIGNALS U.S. economy sent mixed signals amid uncertainty.Fourth quarter gross domestic product (GDP) rose 2.2% from the prior quarter on an annualized basis,below the initial 2.6% reading reported on February 28.GDP grew 2.9% overall...

Too High or Too Low? | Weekly Economic Commentary | April 15, 2019

KEY TAKEAWAYS Signs of slowing global growth have fueled worries of tepid domestic inflation. Consumer price growth has softened, but producer price and wage growth remain solid. We expect consumer price inflation to pick up as global headwinds subside. Click here to...

What’s Priced In | Weekly Market Commentary | April 15, 2019

KEY TAKEAWAYS We look at what’s priced into stocks following year-to-date strength to help gauge potential impact of surprises and disappointments. When we look at what’s not priced in, we see several possible surprises that could propel the stock market to new highs....

What’s Priced In | Weekly Market Commentary | April 15, 2019

KEY TAKEAWAYS We look at what’s priced into stocks following year-to-date strength to help gauge potential impact of surprises and disappointments. When we look at what’s not priced in, we see several possible surprises that could propel the stock market to new highs....

Signs of Spring | Weekly Economic Commentary | April 8, 2019

KEY TAKEAWAYS The U.S. economy has suffered from seasonal first-quarter weakness recently. Seasons change, and growth typically rebounds as the year progresses Leading indicators in jobs, manufacturing, and markets suggest economic acceleration. Click here to download...

Q1 Earnings Preview | Weekly Market Commentary | April 8, 2019

KEY TAKEAWAYS We expect roughly flat earnings for the first quarter, putting the seven-quarter streak of growth in jeopardy The picture seems quite a bit better when looking beyond the first quarter, which we see as a trough in growth. We expect enough economic growth...