Fading Momentum | Weekly Market Commentary | April 22, 2019

KEY TAKEAWAYS U.S. stocks have rallied back near all-time highs in an impressive feat of momentum. This momentum could fade as stocks grapple with overbought conditions and mixed signals. Overall, we expect the S&P 500 to move higher after a period of...

What’s Priced In | Weekly Market Commentary | April 15, 2019

KEY TAKEAWAYS We look at what’s priced into stocks following year-to-date strength to help gauge potential impact of surprises and disappointments. When we look at what’s not priced in, we see several possible surprises that could propel the stock market to new highs....

What’s Priced In | Weekly Market Commentary | April 15, 2019

KEY TAKEAWAYS We look at what’s priced into stocks following year-to-date strength to help gauge potential impact of surprises and disappointments. When we look at what’s not priced in, we see several possible surprises that could propel the stock market to new highs....

Q1 Earnings Preview | Weekly Market Commentary | April 8, 2019

KEY TAKEAWAYS We expect roughly flat earnings for the first quarter, putting the seven-quarter streak of growth in jeopardy The picture seems quite a bit better when looking beyond the first quarter, which we see as a trough in growth. We expect enough economic growth...

Q1 Earnings Preview | Weekly Market Commentary | April 8, 2019

KEY TAKEAWAYS We expect roughly flat earnings for the first quarter, putting the seven-quarter streak of growth in jeopardy The picture seems quite a bit better when looking beyond the first quarter, which we see as a trough in growth. We expect enough economic growth...