Research
A Step Back On Trade | Weekly Economic Commentary | May 20, 2019
Even in the worst-case scenario, we don’t expect a significant impact on the U.S. economy.
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Earnings Season Takeaways | Weekly Market Commentary | May 20, 2019
It appears an earnings recession has been averted and better earnings days lie ahead, though trade uncertainty is a huge wild card.
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Portfolio Compass | May 16, 2019
We expect a transition to large cap market leadership and away from small cap stocks in 2019 as the economic cycle ages.
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The Power of Productivity | Weekly Economic Commentary | May 13, 2019
First quarter productivity rose at the fastest year-over-year pace since 2010.
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Deal Or No Deal | Weekly Market Commentary | May 13, 2019
Escalating U.S.-China trade tensions caused stocks to sell off more than 2% last week.
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