Market Overview Over the course of 2017 and the first half of 2018 the Federal Reserve has raised interest rates. In June, the federal funds rate was adjusted upwards to a 1.75 – 2.00% target range. This has been the seventh 25... Read more »
Current Views
Second Quarter 2018 Equity Commentary
Published on Jul 19, 2018
Market Overview Stocks advanced during the second quarter, with the S&P 500 gaining 3.4%. In our view, this was mainly due to a healthy domestic economy and strong corporate profits, which offset rising concerns over... Read more »
May Markets Trump Along Despite Trade Talks and Italian Politics
Published on Jun 8, 2018
Market Overview: Despite turbulence in trade negotiations and Italian politics, US stocks enjoyed a strong May, with the S&P 500 advancing 2.2%. With seemingly improved economic activity following a subpar first quarter of... Read more »
Stocks Log Modest Gains in April
Published on May 10, 2018
Market Overview Stocks logged modest gains in April, with the S&P 500 gaining 0.4%. While the economy continues to expand and earnings have been strong, we think some investors are concerned that the flattening yield curve... Read more »