Increasing Interest Rates and Equity Markets
Historically, the yield curve has effectively been a real-time business cycle indicator. The market’s growth and inflation expectations are projected at the long-end, while [...]
Market Commentary Q4/2019
Market Summary: The stock market closed the year on a euphoric high, propelled by a tentative truce in the trade war between the US [...]
US Economy Update December 2019
The final payrolls report for 2019 came in a little weaker than expected at 145,000 jobs added. The unemployment rate remained at 3.5%. This [...]
US Economy Update November 2019
As the current record-setting expansion extends into its tenth year, financial pundits continue to search for signs that the US economy is headed for [...]
Apple and Microsoft overtake the S&P 500 Consumer Staples sector
Since it has had such a profound effect on S&P 500 Index performance over the past eight years, the topic of FANG shares has [...]