Recession Watch | Weekly Market Commentary | November 18, 2019

Why would we write a report about recession with the S&P 500 at record highs? Consider it a check-up. Just because you feel good doesn’t mean you skip your annual physical at the doctor. We check in on some of our favorite leading indicators to see if any cracks...

Market Insight Monthly | October 2019

ECONOMY: OCTOBER DATA SHOWS A SLOWING BUT GROWING ECONOMY October economic data pointed to a slowing—but still growing—U.S. economy. The Conference Board’s Leading Economic Index (LEI) rose 0.4% in September, its slowest pace of growth since 2016. However, the LEI is...

Reaching New Highs | Client Letter | November 7, 2019

Turning the calendar from October to November brought more than trick-or-treaters, pumpkins, and leaves to rake. It also brought a wave of important economic updates that delivered more treats than tricks and helped the stock markets reach new highs. Those new highs...

Seasonal (Tail)winds | Weekly Market Commentary | October 21, 2019

The stock market has started October on a bumpy path. Many global issues remain unresolved, but seasonal forces, sound fundamentals, and breakthroughs on the trade and geopolitical1 fronts could help sustain the S&P 500 Index at record highs. Volatility can be...