RESEARCH

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% . . .

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

We still believe trade’s economic impact will be limited, but the indirect consequences should be . . .

Getting past the midterm election removes uncertainty and enables investors to focus on fundamentals, which . . .