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Research

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

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

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

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

  • Unearthing the Metals Melt-Up | Weekly Market Commentary | January 20, 2026
  • Earnings Preview: Double-Digit Streak Likely to Continue | Weekly Market Commentary | January 12, 2026
  • Evaluating Our 2025 Forecasts: Equity, Fixed Income, and the U.S. Economy | Weekly Market Commentary | January 5, 2026
  • Navigating Neutral: Fed Policy Key for Fixed Income Markets in 2026 | Weekly Market Commentary | December 22, 2025
  • Policy Tailwinds and Artificial Intelligence to Power Stocks in 2026 | Weekly Market Commentary | December 15, 2025

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