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Weekly Market Commentary | Taking Stock After the Rally | April 18, 2016
The latest rally has been driven by many factors and has pushed the S&P 500 to within 2.4% of its all-time high. Here we assess the likelihood that the rally continues from this point forward, and, if so, how much further it might have to go.
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Gauging Global Growth: An Update for 2016 & 2017 | Weekly Economic Commentary | April 11, 2016
As U.S. corporations begin to report their results for the recently completed first quarter of 2016, global growth will likely take center stage among investors.
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Emerging Market Earnings: Is the Tide Turning | Weekly Market Commentary | April 11, 2016
After disappointing investors last year, emerging market earnings forecasts may finally be consistent with what can be delivered. Emerging markets (EM) have underperformed U.S. markets since the summer of 2011.
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Market Insight Quarterly | Q1 2016
U.S. economy weathers market volatility as labor market improves and manufacturing steadies.
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A Shift in Sentiment Client Letter by John Canally | April 8, 2016
Spring has arrived in most of the nation. As we enter this new season, we have recently seen a break from the significant volatility we experienced in the first two months of the year.
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Market Insight Monthly | March 2016
U.S. economic data released in March, which largely capture economic activity in February, pointed to fairly steady but below-trend economic growth in the U.S.