Portfolio Compass | April 18, 2019

COMPASS CHANGES Lowered Stocks view from Neutral/Positive to Neutral Lowered U.S. Equities view from Neutral/Positive to Neutral Raised Bonds view from Negative/Neutral to Neutral INVESTMENT TAKEAWAYS With the S&P 500 Index nearing our year-end fair value target...

Market Insight Quarterly | First Quarter 2019

STOCKS REBOUND AMID MIXED ECONOMIC SIGNALS U.S. economy sent mixed signals amid uncertainty.Fourth quarter gross domestic product (GDP) rose 2.2% from the prior quarter on an annualized basis,below the initial 2.6% reading reported on February 28.GDP grew 2.9% overall...

Too High or Too Low? | Weekly Economic Commentary | April 15, 2019

KEY TAKEAWAYS Signs of slowing global growth have fueled worries of tepid domestic inflation. Consumer price growth has softened, but producer price and wage growth remain solid. We expect consumer price inflation to pick up as global headwinds subside. Click here to...

What’s Priced In | Weekly Market Commentary | April 15, 2019

KEY TAKEAWAYS We look at what’s priced into stocks following year-to-date strength to help gauge potential impact of surprises and disappointments. When we look at what’s not priced in, we see several possible surprises that could propel the stock market to new highs....

What’s Priced In | Weekly Market Commentary | April 15, 2019

KEY TAKEAWAYS We look at what’s priced into stocks following year-to-date strength to help gauge potential impact of surprises and disappointments. When we look at what’s not priced in, we see several possible surprises that could propel the stock market to new highs....