Weekly Commentaries

Weekly Market Commentary

June 18, 2018, PLAYING THE CAPEX THEME

June 11, 2018, TIME FOR VALUE TO SHINE?

June 4, 2018, EUROPE COMING UP SHORT

May 29, 2018, IS SMALL CAP STRENGTH SUSTAINABLE?

May 21, 2018, FIVE KEYS TO EMERGING MARKET OUTLOOK

May 14, 2018, IMPRESSIVE EARNINGS SEASON

May 7, 2018, DON'T SELL IN MAY

April 30, 2018, VALUATION CHECK-IN

April 23, 2018, MYTH BUSTING

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April 16, 2018, DID STOCKS BOTTOM?

April 9, 2018, FIRST QUARTER EARNINGS PREVIEW: WHAT TO WATCH

April 2, 2018, FIRST QUARTER MARKED BY RETURN OF VOLATILITY

March 26, 2018, THE STOCK MARKETS FINAL FOUR FACTORS

March 19, 2018, WILL THIS SIXTEEN BE SWEET?

March 12, 2018, FIVE FORECASTERS: FEW WARNING SIGNS

March 5, 2018, THE BULL IS 9. CAN IT MAKE 10?

February 26, 2018, RAISING 2018 EARNINGS FORECASTS

February 20, 2018, OUT OF THE WOODS

February 5, 2018, MELT-UP OR MELT-DOWN?

January 29, 2018, RECORDS, RISK, AND RETURNS

January 22, 2018, FOURTH QUARTER EARNINGS SEASON: OFF TO A GOOD START

January 17, 2018, GLOBAL EQUITY MARKET OUTLOOK: FAVOR U.S. AND EM

January 8, 2018, WILL A STRONG 2017 CARRY OVER INTO 2018

January 2, 2018, INVESTMENT IMPLICATIONS OF THE NEW TAX LAW: EQUITIES AT A GLANCE

December 18, 2017, WHEN OVERBOUGHT IS BULLISH

December 11, 2017, CORPORATE BEIGE BOOK: UPBEAT AS EXPECTED

December 4, 2017, 2018 STOCK MARKET OUTLOOK: DOUBLE-DIGIT RETURNS?

November 20, 2017, HIGHLIGHTS FROM ANOTHER STRONG EARNINGS SEASON

November 13, 2017, TRUMP'S FIRST YEAR

November 6, 2017. MLP WEAKNESS APPEARS OVERDONE

October 30, 2017, WHAT MIGHT SCARE MARKETS

October 23, 2017, FIVE REASONS TO TAKE A LOOK AT JAPAN

October 16, 2017, THE 1987 CRASH: A NOT SO HAPPY ANNIVERSARY

October 9, 2017, THIRD QUARTER 2017 EARNINGS PREVIEW

October 2, 2017, MARKETS BUYING INTO TAX REFORM

September 25, 2017, THE BULL MARKET APPEARS ALIVE AND WELL

September 18, 2017, UPDATE ON GROWTH AND VALUE STOCKS

September 11, 2017, STRONG EUROPEAN EARNINGS ARE KEEPING EUROPE CHEAP

September 5, 2017, PUTTING THE NORTH KOREAN THREAT INTO PERSPECTIVE

August 28, 2017, CORPORATE BEIGE BOOK: UPBEAT AS EXPECTED

August 21, 2017, TAKING A LITTLE RISK OFF THE TABLE

August 14, 2017, BOTTOM LINE: IMPRESSIVE EARNINGS SEASON

August 7, 2017, BUY THE DIP? WHAT DIP?

July 31, 2017, IS POLICY SKEPTICISM CREATING A SMALL CAP OPPORTUNITY?

July 24, 2017, TAX REFORM PIVOT?

July 17, 2017, GLOBAL SUMMER EARNINGS - SIZZLE OR FIZZLE?

July 10, 2017, SECOND QUARTER 2017 EARNINGS PREVIEW: Q1 A TOUGH ACT TO FOLLOW

June 26, 2017, A TECHNICAL CHECK-IN: THE GLOBAL BULL LOOKS STRONG

June 19, 2017, MIDYEAR OUTLOOK 2017

June 12, 2017, HURDLING OVERSEAS EARNINGS: WHAT DO THE FORECASTS TELL US?

June 5, 2017, MASTER LIMITED PARTNERSHIPS (MLP's): MORE GOING ON THAN OIL PRICE

May 30, 2017, CORPORATE BEIGE BOOK: IT KEEPS GETTING BETTER

May 22, 2017, FOCUS ON FUNDAMENTALS

May 15, 2017, EARNINGS UPDATE: RAISING THE BAR

May 8, 2017, FIVE REASONS NOT TO SELL IN MAY

May 1, 2017, REFLECTING ON NASDAQ 6,000

April 24, 2017, EUROPE ENTERS THE TOUR DE FRANCE

April 17, 2017, WHICH BREAKS FIRST, STOCK PRICES OR UNCERTAINTY?

April 10, 2017, FIRST QUARTER 2017 EARNINGS PREVIEW: DOUBLE DIGITS?

April 3, 2017, CHECKING IN ON SOME TRUMP TRADES

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Weekly Economic Commentary

June 19, 2018, CAPEX RISING: MEANS, MOTIVE, AND OPPORTUNITY

June 11, 2018, FED PREVIEW: CONNECT THE DOTS

June 5, 2018, JOB GROWTH STABILIZING, WAGES RISING

May 29, 2018, FED MINUTES WRAP-UP

May 21, 2018, DOLLAR OUTLOOK

May 14, 2018, OIL BOUNCES BUT STILL IN BALANCE

May 7, 2018, DATA DELUGE BRINGS GOOD NEWS (BUT NOT TOO GOOD)

April 30, 2018, A CLOSER LOOK AT FIRST QUARTER GDP

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April 23, 2018, BEIGE BOOK: WINDOW ON MAIN STREET

April 16, 2018, INFLATION IN-DEPTH

April 9, 2018, JOBS AND TRADE IN PERSPECTIVE

April 2, 2018, TIME FOR APRIL SHOWERS?

March 26, 2018, BEIGE BOOK: WINDOW ON MAIN STREET

March 19, 2018, FED PREVIEW

March 12, 2018, FEBRUARY EMPLOYMENT REPORT

March 5, 2018, TARIFF TURBULENCE

February 26, 2018, MARCH PREVIEW

February 20, 2018, DATA DELUGE SHOWS STEADY GROWTH

February 5, 2018, GDP, PCE, AND JOBS

January 29, 2018, DOLLAR VOLATILITY PERSISTS

January 22, 2018, BEIGE BOOK - WINDOW ON MAIN STREET

January 17, 2018, GLOBAL GROWTH EXPECTED TO CONTINUE IN 2018

January 8, 2018, 2017 WAS GOOD FOR THE ECONOMY, 2018 COULD BE EVEN BETTER

January 2, 2018, INVESTMENT IMPLICATIONS OF THE NEW TAX LAW: ECONOMY AT A GLANCE

December 18, 2017, FORECASTING FOLLIES: FED HITS ITS MARK IN 2017

December 11, 2017, SURPRISE, SURPRISE, SURPRISE

December 4, 2017, OUTLOOK 2018

November 13, 2017, PRODUCTIVITY PICKUP

November 6, 2017. TAX REFORM TIMELINE

October 30, 2017, NOVEMBER PREVIEW

October 23, 2017, BEIGE BOOK

October 16, 2017, INFLATION INSIGHT: BREAKING DOWN THE MINUTES

October 9, 2017, TIME FOR A STRONGER DOLLAR?

October 2, 2017, OCTOBER PREVIEW - BEWARE THE VOLATILITY?

September 25, 2017, FED VERSUS THE MARKET - ROUND 2

September 18, 2017, WHY ISN'T INFLATION HIGHER?

September 11, 2017, BEIGE BOOK: WINDOW ON MAIN STREET

September 5, 2017, SEPTEMBER PREVIEW: TIME FOR VOLATILITY?

August 28, 2017, RECESSION WATCH UPDATE

August 21, 2017, JACKSON HOLE PREVIEW

August 14, 2017, SLOW EVOLUTION OF CONSUMER SPENDING

August 7, 2017, THE 411 ON Q2 GDP

July 31, 2017, AUGUST PREVIEW: ARE THE STARS ALIGNED FOR VOLATILITY?

July 24, 2017, CENTRAL BANK MANIA CONTINUES

July 17, 2017, GAUGING GLOBAL GROWTH

July 10, 2017, MANUFACTURING MATTERS

June 26, 2017, JULY PREVIEW

June 19, 2017, MIDYEAR OUTLOOK 2017

June 12, 2017, FOMC FAQ'S: IS A RATE HIKE IMMINENT?

June 5, 2017, BEIGE BOOK

May 30, 2017, JUNE PREVIEW

May 22, 2017, INFLATION WATCH UPDATE

May 15, 2017, U.S. HOUSING UPDATE

May 8, 2017, JOBS COUNT

May 1, 2017, MAY PREVIEW

April 24, 2017, BEIGE BOOK: WINDOW ON MAIN STREET

April 17, 2017, CORPORATE TAX REFORM

April 10, 2017, THE $4.2TRILLION DILEMMA

April 3, 3017, APRIL PREVIEW

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