Within the community of market analysts, it is well understood that an economic slowdown (and even a recession) can be signaled by an inverted yield curve, with about a year’s lead time, because the inversion in the curve can... Read more »
Current Views
Equity Commentary | February 2019
Published on Mar 19, 2019
Market Overview Stocks moved higher during February, with the S&P 500 returning 3.2% for the month. We believe that expectations for a favorable resolution to US/China trade disputes and dovish signs from the Federal Reserve... Read more »
Equity Commentary | January 2019
Published on Feb 26, 2019
Market Overview Stocks rebounded from a difficult end to 2018 with a strong 8% advance in January 2019. Markets were buoyed by a dovish Federal Reserve and positive press reports regarding trade negotiations between the US and... Read more »
Release of the Doves
Published on Jan 31, 2019
There were four 25 basis point increases in the Fed funds rate in 2018 and three in 2017. At the January 2019 meeting, the FOMC left the Fed funds rate unchanged at a target range of 2.25 – 2.50%. While the pause was expected,... Read more »
Current Views Archives
Current Views and Opinions
News and Recognition
- May 23, 2019: Jason Benowitz, CFA was quoted in the Reuters article, “Best Buy keeps full-year view, warns of higher prices from more tariffs”
- May 3, 2019: Jason Benowitz, CFA was quoted in the Bloomberg article, “If This Is a Tech Bubble in Stocks, It's the Expansionary Phase”
- May 2019 The Director: "Charting the Course" by Vicki Fillet