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Research

Raising GDP and Stock Market Forecasts | Weekly Market Commentary | February 8, 2021

The resiliency of the US economy continues to exceed expectations, supporting our increased forecast for growth and corporate profits in 2021.

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Client Letter | Stay The Course | February 4, 2021

The US economy continues to make steady progress in its recovery despite any short-term volatility.

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Markets Shrug Off Debt Levels | Weekly Market Commentary | February 1, 2021

US debt levels have soared during the pandemic, but the market is taking it in stride, staying focused on reopening the economy.

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Recent Posts

  • From Micro to Macro: A Busy Week of Market-Moving Data | Weekly Market Commentary | November 3, 2025
  • Halloween Special: What Could Spook Markets | Weekly Market Commentary | October 27, 2025
  • Cockroaches, Canaries, and Credit Markets | Weekly Market Commentary | October 20, 2025
  • Happy Anniversary Bull Market | Weekly Market Commentary | October 13, 2025
  • Q3 Earnings Season Preview: Little Suspense | Weekly Market Commentary | October 6, 2025

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