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Weekly Market Commentary

Earnings Recession is Likely Over | Weekly Market Commentary | January 19, 2021

This earnings season likely will be the last of the earnings recession. After year-over-year declines in the first three quarters of 2020, the fourth quarter likely will make it four in a row. Looking ahead, earnings are likely to grow solidly in the first quarter...

Market Policy Projections for 2021 | Weekly Market Commentary | January 11, 2021

As a result of the Senate runoffs in Georgia, Democrats are poised to take control of the US Senate, which would give them a majority in both houses of Congress. This will shift the policy outlook moderately to the left, but majorities are still razor-thin, giving...

10 Economic Lessons from 2020 | Weekly Market Commentary | January 4, 2021

2020 was a year characterized in part by the outbreak of a global pandemic, which captivated the world and shocked the global economy and financial markets. As we turn the page to 2021, it can be helpful to reflect on the lessons learned from such a historic year. We...

A New Economic Start in 2021 | Weekly Market Commentary | December 21, 2020

After modest growth to begin 2020, the economy screeched to a halt as the onset of the pandemic ended the longest economic expansion ever. A record decline in gross domestic product (GDP) in the second quarter was followed by record GDP growth in the third quarter as...

Stocks and Bonds Outlook for 2021 | Weekly Market Commentary | December 14, 2020

Stocks and bonds posted strong returns in 2020 despite a tumultuous year, although that may be surprising only for bonds. We believe we’re in the early stages of a new bull market for stocks, but the opportunities for bond investors may require more patience. The...

A Positive Outlook for 2021 | Weekly Market Commentary | December 7, 2020

To say that 2020 was a wild year would be an understatement. As we prepare to welcome in the New Year, we take a look at what we can expect in the stock and bond markets, the economy, and a new post election policy environment in 2021. SOME POLICIES MAY CHANGE We...
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Recent Posts

  • Earnings Recession is Likely Over | Weekly Market Commentary | January 19, 2021
  • Global Portfolio Strategy | January 12, 2021
  • Market Policy Projections for 2021 | Weekly Market Commentary | January 11, 2021
  • Client Letter | 2021 Brings a Fresh Start | January 7, 2021
  • 10 Economic Lessons from 2020 | Weekly Market Commentary | January 4, 2021

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