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March 5, 2018 – Weekly Market Commentary

President Trump proposed metal tariffs, Jerome Powell completed his first congressional testimony as the new head of the Federal Reserve, China paved the way for its president to lead indefinitely, eurozone inflation slowed, populist parties scored big in the Italian elections, and thought leaders focused on which asset class has the most to lose from potential trade wars, and the market implications of the Italian election.

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2018 Market Outlook

The return of broad-based global economic growth last year pushed the markets to new highs. This year we expect the markets to continue the climb upwards, but the path will be more volatile.

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February 26, 2018 – Weekly Market Commentary

The Fed expects to continue raising interest rates, a record number of S&P 500 companies issued positive EPS guidance, data suggests growing economic momentum but also rising prices, Warren Buffett offered his wit and wisdom in his annual letter, and thought leaders focused on the potential for rising rates to lead to rising debt servicing costs, why the economic expansion is poised to continue, and why momentum stocks still have room to run in 2018.

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February 20, 2018 – Weekly Market Commentary

US data showed more signs of strengthening inflation, President Trump unveiled an infrastructure spending plan, consumer sentiment rose to its second-highest level in more than a decade, the US 10-year Treasury yield hit a four-year high, and thought leaders focused on common misconceptions about stock market corrections and why real interest rates may be more important to the markets than inflation.

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February 12, 2018 – Weekly Market Commentary

Stocks entered a correction, Trump signed a budget deal, the Bank of England raised their rate hike expectations and thought leaders focused on why the recent selloff is unlikely to change monetary policy outlooks, how this bull market has held up to previous corrections, what the return of volatility means for investors, and knowing the differences and risks among exchange-traded products.

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February 5, 2018 – Weekly Market Commentary

The Fed left rates unchanged at Janet Yellen’s last meeting, US consumer spending continued to rise but at the expense of savings, consumer confidence remained near a post-recession peak and thought leaders focused on what is driving the market correction and why the 10-year Treasury yield is an important indicator for both stock and bond markets.

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January 29, 2018 – Weekly Market Commentary

The ECB called out the US for talking down the dollar, US Q4 GDP showed a slight slowdown, OPEC may extend oil cuts, the dollar hit a 3-year low, and thought leaders focused on the potential for a market melt-up, why we are not yet in a bubble, and how the underlying economic foundation indicates further room to run for the bull-market.

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January 22, 2018 – Weekly Market Commentary

The US government passed a short-term spending bill to end a government shutdown, the Bank of Canada raised rates, what happens to the stock market when the government shuts down, and thought leaders focused on the potential for a flood of fixed income supply to derail the bull market, why oil and gas companies are poised for a rebound, and why monetary tightening and inflation are major headwinds for the bond market.

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January 15, 2018 – Weekly Market Commentary

Options trading indicates investors are expecting further market gains, the UK could lose 500,000 jobs due to the Brexit, wage growth is still lagging the rest of the economic recovery, and thought leaders focused on the potential for the S&P to post negative returns in 2018, the start of a treasury bear market, and why the next move higher in stocks is likely to be more volatile than investors expect.

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