Weekly Market Commentary – December 26, 2017

The Markets It’s time to turn your mind to taxes. Last week, President Trump signed tax reform, officially titled ‘An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018,’ into law. The...

Outlook 2018 | Return of the Business Cycle

Over the past eight years, extraordinarily accommodative monetary policy has served as the primary catalyst for spurring continued economic growth in the U.S. and around the globe. Although the economic expansion has delivered steady gross domestic product (GDP)...

Weekly Market Commentary – December 18, 2017

The Markets Here we come a tax-reforming… The reconciliation of Congressional tax reform bills proceeded apace last week, and Congress is expected to vote on the measure early this week. If tax reform passes, Dubravko Lakos-Bujas, head of U.S. equity strategy...

Weekly Market Commentary – December 11, 2017

The Markets  “It’s the hap- happiest season of all.” While holidays don’t make everyone happy, investors should be feeling festive. The Standard & Poor’s 500 Index is up more than 18 percent year-to-date. The Dow Jones Global ex U.S. Index is up about 21...

Outlook 2018: Return of the Business Cycle

Over the past eight years, extraordinarily accommodative monetary policy has served as the primary catalyst for spurring continued economic growth in the U.S. and around the globe. Although the economic expansion has delivered steady gross domestic product (GDP)...