Blog

We reflect on the 2018 markets and provide our expectations for 2019. Source: WEEKLY COMMENTARY

Fed fund futures are more dovish than the Fed’s dots, but the Fed is treading . . .

Last week’s stock market rally was driven by optimism (now clearly warranted) surrounding U.S.-China trade . . .

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

Third quarter earnings season was again very impressive, with S&P 500 Index earnings growing 28% . . .