Weekly Market Commentary – November 26, 2018

The Markets It was a turkey of a week. The United States and China continued to spar over trade and other issues. An expert from Moody’s told Frank Tang of the South China Morning Post (SCMP) the United States-China dispute will not be easily resolved:...

Portfolio Compass | November 14, 2018

COMPASS CHANGES Upgraded our view of mortgage-backed securities (MBS) from neutral to neutral/positive. Downgraded our view of bank loans to neutral from neutral/positive. INVESTMENT TAKEAWAYS We expect additional gains for the S&P 500 Index over the balance of...

Market Insight Monthly | October 2018

Economy: Solid Economic Growth, Manageable Inflation Economic Data Overall, October’s economic reports reflected solid U.S. economic growth and manageable inflationary pressures. The Conference Board’s Leading Economic Index (LEI), an aggregate of 10 leading...

Weekly Market Commentary – November 5, 2018

The Markets Stocks recovered some ground last week and then stumbled over unemployment. Major U.S. stock indices faltered Friday after the Bureau of Labor Statistics (BLS) reported on a popular ‘lagging’ economic indicator – unemployment. (Remember,...