• 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

  • January 6, 2020

    Middle East tensions are a new uncertainty that could linger over markets in the weeks or months ahead. Read More

  • December 30, 2019

    The S&P 500 notched its fifth straight week of gains as we reach the finish line on a historic 2019. Read More

  • December 23, 2019

    The backdrop for markets this Christmas is very different than last year. That’s a big reason why markets are on pace for a record-setting close in 2019. Read More

  • December 16, 2019

    After a year of getting close to a deal, investors get more certainty as the U.S. and China negotiate an agreement that effectively puts the trade war on hold, at least for now. 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