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Firm Insights

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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Must all good things come to an end?

As the market approaches year end, investors and pundits have renewed their focus on Federal Reserve (“Fed”) Chairman Jerome Powell. As volatility gripped markets throughout October, after Powell’s decidedly hawkish comments, more recent statements from the Fed have been enlightening.
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Too Much Tech?

Tech, which has long been the darling of our current bull market, has had a series of unexpected misses in recent months.  What happens when these giants run out of room to grow?
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Unintended Consequences

With Federal Reserve (Fed) officials continuing to raise short-term interest rates, ostensibly to normalize credit market conditions and to prevent the U.S. economy from “overheating,” struggles on the periphery could point to trouble for E.U. and U.S. economies.
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Graduation Day

An overview of the changes to the Global Industry Classification Standard (GICS) will go into effect at the end of September 2018.
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