-
Q4 Earnings Preview: Great to Good
Fourth quarter earnings reporting season begins this week with about three dozen S&P 500 companies set to report results. The action kicked off this morning with Citigroup’s numbers, which will be followed[…]
-
Time to Take Off the Blindfold?
The S&P 500 Index is off to its best start in years, but this is on the heels of the worst year for stocks since 2008. The trifecta of crashing oil prices, confusion from Federal Reserve (Fed), and trade issues with China all pushed equities lower by 14% during the usually bullish fourth quarter last…
-
Can the Economy Handle Current Rates?
We’ve been hearing a lot of debate about the U.S. economy’s ability to withstand rising interest rates. However, current interest rates are historically low relative to the robust[…]
-
Lower Valuations May Signal Solid Gains For Stocks
Stocks have rebounded strongly off the December lows, with the S&P 500 Index adding 2% in January to its 7% gain over the last week of 2018. We see a potential for further gains ahead given the fundamentals supporting […]
-
Our 2019 Outlook for Fixed Income
The environment for fixed income investors has been challenging over the last several years, and the struggle has intensified recently.[…]
-
What Does 300,000 Jobs Tell Us?
The December jobs report showed confirm payrolls grew by 312,000 last month, well above the median consensus estimate for a 184,000 increase. This was a record 99th consecutive month with positive jobs growth.[…]