Research

Weekly Market Commentary | January 29 2024

US Equities Make New Highs On Earnings and Sales Growth From Early Results. The S&P 500 saw a tapered gain of 1.07% compared to weeks prior but closed at a new high of 4,890, marking its third consecutive weekly advance.

Asset Allocation | January 2024

Our 2024 outlook is a natural follow-up to our 2023 outlook, which, as some readers will recall, was “Lots of Stuff May or May not Happen in 2023.” At the risk of appearing immodest, our 2023 outlook wasn’t just correct, it was spot-on, dead-bang, on-the-money correct, as lots of stuff did indeed happen in 2023 and lots of stuff indeed didn’t happen in 2023. Moreover, some of the stuff that happened in 2023 was stuff we thought would happen, and some of the stuff that didn’t happen in 2023 was stuff we didn’t think would happen.

Asset Allocation | December 2023

As we close in on year-end, there are concerns that the U.S. economy will slip into recession in the new year, and even though inflation remains well above the Federal Open Market Committee’s (FOMC) 2.0% target rate, the committee finds itself trying to push back against market expectations of aggressive Fed funds rate cuts.

Weekly Market Commentary | December 18 2023

We’ve seen a robust recovery in demand since the trough of the COVID crisis. Here in the U.S., consumer spending now exceeds its pre-pandemic trend. Other developed markets are on a similar trajectory. However, that strong demand is running headlong into supply-side challenges.