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Last week’s stock market rally was driven by optimism (now clearly warranted) surrounding U.S.-China trade talks and a more dovish […]

We expect robust capex growth to resume once U.S. businesses get more clarity around trade. Source: WEEKLY COMMENTARY

Third quarter earnings season was again very impressive, with S&P 500 Index earnings growing 28% year over year, the fastest

Upgraded our view of mortgage-backed securities (MBS) from neutral to neutral/positive; Downgraded our view of bank loans to neutral from

We still believe trade’s economic impact will be limited, but the indirect consequences should be monitored. Source: WEEKLY COMMENTARY