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Weekly Market Insights

2018 Fixed Income Outlook

December 5, 2017 – We expect the fixed income market to be under pressure in the coming year. More >>.

2018 Economic Outlook: Expect Better Growth Worldwide

December 5, 2017 – We look for the global economy to expand at a healthy rate of 3.7% in 2018. More >>.

“2018 Stock Market Outlook: Double-Digit Returns?”

December 4, 2017 – “Back to business: fundamentals to drive stock market gains in 2018.” More >>.

“Highlights from Another Strong Earnings Season”

November 20, 2017 – “Corporate America delivered another outstanding earnings season.” More >>.

Portfolio Compass

November 15, 2017 – “Lowered healthcare sector view from neutral/positive to neutral.” More >>.

Further Flattening

November 14, 2017 – The yield curve continues to flatten, but remains far from inverting or signaling an impending recession. More >>.

“President Trump’s First Year”

November 13, 2017 – “Last week marked the one-year anniversary of President Trump’s Election Day victory. This week, we reflect on the past year and look ahead to 2018.” More >>.

Productivity Pickup

November 13, 2017 – Productivity grew 3% in the third quarter, the best quarter since 2014. More >>.

Tax Reform Timeline

November 13, 2017 – We believe that Republicans are highly motivated to get tax reform done and that pragmatism will ultimately win the day. More >>.

Saved By the Bell

November 7, 2017 – High-quality fixed income was on pace for another negative month late in October, but global events caused a last minute rally. More >>.