Uptick in Inflation

    Nov 16, 2018

Price inflation temporarily cools

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The consumer price index rose an expected 0.2% (excluding food and energy) in the month of October with year-over-year growth moving lower...

    Aug 14, 2018

Climbing the wall of worry: Mid-year optimism

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Summer has been heating up the news cycle. Trade headlines dominate; midterm elections are impending...

    Jun 1, 2018

Unemployment at 3.8%

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U.S. job growth accelerated in May. The U.S. economy added 223,000 jobs, well above economist expectations of 190,000. Additionally, previous estimates for March and April were...

    Apr 11, 2018

Headline Risk Hides the Positives

by: ; Robert Serenbetz

The long bull market in equities ran into stiff resistance in February, when the S&P 500 Index experienced its first correction in two years. Since then, volatility has...

    Apr 4, 2018

The Four Horsemen (Plus One)

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The long bull market in equities ran into stiff resistance on several fronts as we pushed through the first quarter of the new year. We list the following among the most...

    Mar 28, 2018

Fed Hike, Fiscal Tailwinds, and Trade War

by: ; Amit Soni, CFA

Last week, the Fed hiked interest rates by 25 bps. This was widely expected, but the hawkish tone surprised the market...

    Mar 15, 2018

Buy the Threes, Sell the Fours

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Despite an economy late in its cycle, the U.S. has considerable momentum, and the rate of expansion is likely to accelerate as we move through 2018. We expect to see 3%...

    Mar 8, 2018

Powering Your Portfolio with Commodities

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Do you have concerns about a weakening U.S. dollar? Is U.S. inflation a worry? Are you seeking diversification...