2Q19 Earnings bulletin: Threading the needle
The current earnings season has been mixed; lower energy prices and a stronger dollar are headwinds, but health care sector M&A is providing an offset.
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1Q19 Earnings: Is the party almost over?
Equities continue to look attractive relative to fixed income, and could very well move higher in the short-term given firmer economic data and a Fed on hold.
3Q19 earnings bulletin: Skating on thin ice
The economic backdrop in 2019 has been characterized by weakness in manufacturing being offset by the resilience of services and health of the consumer.
Fed Policy: Late-cycle and beyond
Assessing the impact and possible evolution of Fed policy
4Q18 Earnings: A fork in the road
Markets have bounced back nicely in 2019 after a volatile December due to concerns of rising rates, peak economic and earnings growth and geopolitical tensions.