Market Overview The beginning of 2019 saw a reversal of the credit market themes that dominated the closing months of 2018. With the exceptions of U. S. Government and very high-grade corporate issues, most of the domestic credit... Read more »
Current Views
First Quarter 2019 | Equity Commentary
Published on Apr 15, 2019
Market Overview Stocks enjoyed a strong start to the year, as the S&P 500 advanced about 13.7% during the 1st quarter. We believe that optimism regarding a potential US China trade deal and an increasingly dovish Federal... Read more »
Don't Fear the Curve
Published on Apr 10, 2019
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 »
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 »