• February 17, 2020

    Small business owner optimism remains near historic highs, and retail sales returned to modest growth in January. In the week’s market commentary, we share our views on the week that was and the week ahead for markets. Read More

  • February 10, 2020

    Despite lingering uncertainty regarding the coronavirus, key economic data from around the world remains a source of strength. In the week’s market commentary, we share our views on the week that was and the week ahead for markets. Read More

  • February 3, 2020

    As companies suspend operations and limit travel due to the coronavirus, market volatility has returned. However, we still expect global growth to resume in 2020. Read More

  • January 27, 2020

    Stocks took a breather to close the week Friday as investors take measure of a coronavirus outbreak in China that’s made landfall here in the U.S. Read More

  • January 21, 2020

    The U.S. and China signed the much anticipated phase-one deal, and the Senate followed up with a USMCA encore that helped dash fears that hung over markets for more than a year. Read More

  • January 13, 2020

    The markets were spooked last week after Iran retaliated for an airstrike that killed its top commander, but the fear didn’t hang around long. And this week the U.S. and China are set to sign a long-awaited trade deal. Read More

  • Fourth Quarter 2019

    Fourth Quarter 2019 Read More

  • Peak Political Uncertainty

    Third Quarter 2019 Read More

  • Market Commentary Second Quarter 2019: Is It Too Late Now to Say Sorry?

    Second Quarter 2019 Read More

  • First Quarter 2019: The Quarter Where Nearly Everything Worked

    The Quarter Where Nearly Everything Worked Read More

  • Quarterly Commentary Fourth Quarter 2018

    The Year When Nothing Worked Read More

  • Quarterly Commentary Third Quarter 2018

    Goldilocks and the Three Fears Read More

  • Quarterly Commentary Second Quarter 2018

    Unique But Not Different Read More

  • Quarterly Commentary First Quarter 2018

    Singles and Doubles, Not Home Runs Read More

  • Quarterly Commentary Fourth Quarter 2017

    This Is (Not Yet) the Summer of 1969 Read More

  • Quarterly Commentary Third Quarter 2017

    I’m All Right … Don’t Nobody Worry About Me Read More

  • Quarterly Commentary Second Quarter 2017

    "First-Half Love ..." Read More