RESEARCH
We view last week’s market decline as a retest of the October–November lows. Source: WEEKLY . . .
Conflicting messages from government officials led investors to question initial trade-deal optimism. Source: WEEKLY COMMENTARY
. . .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 . . .