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Market Insights

Markets and a Health Crisis: What Happens Next?

As the world continues to deal with the burgeoning coronavirus, investors may need a reminder about past health crises and the resulting market return in meaningful time periods later. Today should be no exception.
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Employment Situation – January 2020

Our commentary on January 2020 employment numbers released this morning.
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Our View on the Coronavirus and the Stock Market

Like many, our equity teams have spent considerable time thinking through the cascade of "what happens if” scenarios pertaining to the new coronavirus outbreak.
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Is the Yield Curve Signaling a Possible Rate Cut

Flight to safety flows, especially from overseas buyers, have recently put downward pressure on long-dated treasury yields.
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Framing manufacturing in a more positive light

Two different measures have been sending very different signals since the summer of 2019.
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Employment Situation – December 2019

Read our commentary on December 2019 employment numbers released this morning.
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Employment Situation – November 2019

Commentary on November 2019 employment numbers released this morning.
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A Reminder: When it Comes to Stocks, History is on Your Side

We take a look at the historic data on the S&P 500 to see how performance has been over different time horizons.
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Let’s Talk Trade

After a chaotic end to 2018 markets have bounced back throughout the first part of the year. Speculation as to exactly what caused the meltdown in the waning weeks of 2018 centered mostly around two concerns.
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The Powell Pause

In his latest meeting, Federal Reserve (Fed) Chairman Jerome Powell messaged that the Fed will remain patient regarding further rate hikes until inflation accelerates.
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