Commentary

Strong Earnings and Stimulus Push Stocks Higher

The markets continue their upward trend, supported by accommodative fiscal policy from the Federal Reserve, strong gross domestic product (GDP) numbers and solid earnings reports.

Commentary

Weekly Market Snapshot

Chief Economist Scott Brown discusses the latest market data.

Commentary

Weekly Investment Strategy

Today marks 100 days since President Biden was sworn into office, a time often referred to as the ‘honeymoon period’ for a new president’s tenure.

Commentary

Weekly Investment Strategy

Review the latest Weekly Headings by CIO Larry Adam.

Commentary

Weekly Market Guide

Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.

Commentary

This and That

Chief Economist Scott Brown discusses current economic conditions.

Commentary

Spending, Deficits, and Debt

On Monday, the Treasury Department is expected to report a March budget deficit of about $658 billion, bringing the 12-month total to nearly $4.1 trillion, about 19% of GDP. Proponents argue that the added spending, with more to come, will help to ensure the recovery.

Commentary

CIO Says, “Resilience Is in Our DNA – and in the Markets”

As a backdrop, we’ll bring a bit of scientific language to our analysis this quarter as we celebrate the amazing feats of our scientific brothers and sisters.

Commentary

Jobs!

As the pandemic recedes and the economy reopens, we can expect strong job growth in the months ahead.

Commentary

A Bumpy, But Strong Recovery

Economic data rarely follow a smooth path. Weather and external events have effects.

Commentary

Weekly Market Snapshot

As expected, the Federal Open Market Committee left short-term interest rates unchanged and did not alter its monthly pace of asset purchases.

Commentary

Don’t Hold Your Breath for the Return of Double-Digit Rates

What sustained low interest rates could mean for the economy and your wallet.

Commentary

Weekly Market Snapshot

Chief Economist Scott Brown discusses the latest market data.

Commentary

Weekly Market Snapshot

In an online discussion, Fed Chair Powell repeated that the central bank is a long way from achieving its inflation and employment goals (implying no change in short-term rates or the money pace of asset purchases anytime soon).

Commentary

A Taperless Taper Tantrum?

Long-term interest rates have continued to rise. While part of the increase has been fed by inflation fears, those concerns are overdone.