Weekly Market Commentary | February 19, 2019
The rally continues, as the S&P 500 Index gained for the seventh week out of the past eight, while the Dow Jones Industrial Average, Russell 2000 Index, and Nasdaq all closed higher for the eighth consecutive week. Sparking the rally this week were Washington striking a deal to avoid another government shutdown and hopes that President Trump might push back the March 1 deadline on higher tariffs on Chinese goods.READ MORE
Weekly Market Commentary | February 11, 2019
Earnings growth slowed in the fourth quarter but was still solid. With two-thirds of the S&P 500 Index companies having reported results so far, corporate America has delivered solid earnings growth—for the quarter. However, slowing global growth and trade tensions have challenged the outlook, setting up slower earnings gains in the coming year.READ MORE
Weekly Market Commentary | January 28, 2019
Is the Fed Almost Done?
We expect the Fed to pause interest rate hikes this week.
While the market environment has been challenging, we think recent weakness increases the chances of a positive market response post-tightening cycle.
Weekly Market Commentary | January 22, 2019
Following last week’s rejection of Theresa May’s Brexit plan, we discuss what’s next for the United Kingdom and possible market implications.READ MORE