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The S&P 500, Dow Jones Industrials, and other major indexes have recently broken out to new highs. But this commentary is not about the breakouts in... More


How fast the economy is growing at any given point in time is important to know. Citizens, policymakers, investors, central banks, and, in election years,... More

Jam Packed June

June is jam-packed with major market events. This week we take a look at these events and potential market implications, highlighted by the “Brexit” vote... More

Spinning Our Wheels

The one-year anniversary of the S&P 500’s all-time high took place on May 21, 2016. Stocks have largely been spinning their wheels for the past year.... More

Corporate Beige Book

Our analysis of earnings conference call transcripts for the first quarter earnings period provides a mixed picture. The good news is that economic fears and... More