Five Key Questions | Weekly Market Commentary | February 25, 2019

KEY TAKEAWAYS Stocks may keep going higher, but the easy gains likely have been made. Stock valuations, when compared with bond yields, are actually historically cheap. The overall technical backdrop supports a continuation of the bull market. Click here to download a...

Economic Data FAQs | Weekly Economic Commentary | February 25, 2019

KEY TAKEAWAYS Recent economic data have been consistently missing consensus estimates. We still see signs of sound economic fundamentals, even as some data point to weakness. We expect growth to stabilize as near-term headwinds subside. Click here to download a PDF of...

Portfolio Compass | February 20, 2019

COMPASS CHANGES Upgraded precious metals view to neutral from negative/neutral. INVESTMENT TAKEAWAYS Expectations for solid but slower growth in the U.S. economy and corporate profits support our year-end 2019 fair value target for the S&P 500 of 3000.* We...