Select Year:

Market Review 1st Quarter 2016

When we look to the fundamentals today, we do see some areas of weakness, but the bigger picture is reassuring....

Market Review 4th Quarter 2015

The fourth quarter delivered generally positive news on the state of the macro economy, though not without setbacks....

Market Review 3rd Quarter 2015

In contrast to the downbeat finish to the quarter, three key metrics indicate to us that the U.S... economy is showing significant improvements in several critical areas....

Market Review 2nd Quarter 2015

For U.S. stocks, the bulls continued to lumber through the second quarter, largely insulated from Greek volatility. However, all eyes remain fixed on the Fed’s anticipated future rate hike....

Market Review 1st Quarter 2015

We think the equity market’s relatively even temper in spite of elevated volatility in the bond market might signal that it has gradually grown accustomed to the inevitability of some increase in in...

1 2 3