Tips on TIPS | Bond Market Perspectives | February 27, 2018

KEY TAKEAWAYS TIPS are a high-quality asset class that can potentially cushion portfolios if inflation continues to increase, but performance could follow Treasuries’ lead. Breakeven inflation rates have risen meaningfully since hitting lows two years ago, leading to...

Weekly Economic Commentary | February 26, 2018

KEY TAKEAWAYS March brings several significant events that have the potential to be market movers. ECB, BOJ, BOE, and Federal Reserve meetings all take place this month. Inflation will continue to be closely watched for clues on future policy. Click here to download a...

Weekly Market Commentary | February 26, 2018

KEY TAKEAWAYS We have raised our 2018 S&P 500 EPS forecast from $147.50 to $152.50 and our S&P 500 year-end fair value target to 2950-3000. Guidance has been very strong on the back of the new tax law, better growth, and a weak U.S. dollar. Fourth quarter...

Out of the Woods? | Weekly Market Commentary | February 20, 2018

KEY TAKEAWAYS Stocks have made a significant comeback, rallying nearly 6% off the recent lows. Solid fundamentals and technical indicators suggest that recent lows may hold. Historical relationships suggest stocks and yields can move higher together and stock...