Powell Says Fed on Track…For Now | Bond Market Perspectives | July 24, 2018
In testimony to Congress, Fed Chair Powell largely stuck to the script, saying little to alter the Fed’s perceived course.
RESEARCH
RESEARCH
Second Quarter GDP Preview | Weekly Economic Commentary | July 23, 2018
The economy may have posted unusually strong growth of near 4% or more in the second quarter. Source: WEEKLY COMMENTARY
RESEARCH
Another Very Strong Earnings Season Expected | Weekly Market Commentary | July 23, 2018
Consensus estimates are calling for a 21% year-over-year increase in S&P 500 earnings for the second quarter. Source: WEEKLY COMMENTARY
RESEARCH
Portfolio Compass | July 19, 2018
Downgraded large/small foreign equities to negative/neutral from neutral. Downgraded industrial metals to neutral from neutral/positive. Downgraded agriculture to negative/neutral from
RESEARCH
Bonds May Feel Continued Pressure | Bond Market Perspectives | July 17, 2018
Rates may be poised to rise further in the second half of 2018, though likely at a slower pace than
