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Raising GDP and Stock Market Forecasts | Weekly Market Commentary | February 8, 2021
The resiliency of the US economy continues to exceed expectations, supporting our increased forecast for growth and corporate profits in 2021.
Markets Shrug Off Debt Levels | Weekly Market Commentary | February 1, 2021
US debt levels have soared during the pandemic, but the market is taking it in stride, staying focused on reopening the economy.
Brexit Clouds Linger | Weekly Market Commentary | January 22, 2019
Following last week’s rejection of Theresa May’s Brexit plan, we discuss what’s next for the United Kingdom and possible market implications…
Fourth Quarter Earnings Preview: From Great to Good | Weekly Market Commentary | January 14, 2019
Consensus estimates from Thomson Reuters are for a 14.5% year-over-year increase in S&P 500 earnings for the quarter…