Our 1st Quarter Newsletter is now available. Download the April 2017 Newsletter The S&P 500 was up 6.1% in the first quarter, led by the technology, health care and consumer discretionary sectors. Energy and Telecom were the laggards. In the broader domestic equity markets, growth stocks generally outperformed value stocks and large company stocks generally […]
Economic forecasting is a difficult business. Accuracy may be hard to achieve but at least capturing the trend is an admirable and valuable goal.
Initial reaction to this summer’s surprising decision by voters from the UK to leave the EU initiated a sharp selloff in global equity markets.
How does the recent “BREXIT” vote affect our outlook for the US Economy?
Q1 2016 was a great quarter for bond investors. It served as a reminder that there is still life in the bond market and there are benefits to a diversified portfolio.
The 2016 first quarter is now in the books and it is time to revisit the forecasts.
Learn why the bond markets have behaved the way they have this first quarter of 2016.
Recent economic data releases have been on the soft side of expectations.
Despite the extreme mid-quarter price swings, we are in agreement that the U.S. economic outlook remains constructive.
Since the “Great Recession” of 2008/09 there has been a widely held view that interest rates are too low and that they will eventually rise to prerecession levels. This view is even more prevalent today as Federal Reserve Bank policy makers have joined the chorus of those calling for higher rates. While it is virtually […]