Has the housing market peaked? Sales for both new and existing homes slowed in July, although housing sector fundamentals continue to be solid. Economic commentary August 29, 2018 economic growthhousing marketinflationmarket commentary
Housing activity continues to strengthen Driven by job gains, low mortgage rates, and above-trend household formations, home sales continue to trend higher. Economic commentary November 25, 2019 consumer spendingeconomic growthhousing marketinflation
Markets breakout to record highs on improving fundamentals Equity markets finally broke out of the trading range that has existed for nearly two years, driven by shifting sentiment on earnings. Capital market impact November 4, 2019 economic growthinvesting strategiesmarket commentary
Markets stall despite wave of news Economic data modestly surprised to the upside last week, led by industrial production rebounding in August Capital market impact September 23, 2019 economic growthinvesting strategiesmarket commentary
Markets climb “wall of worry” to near record high Trade rhetoric between the U.S. and China has improved in recent weeks, with President Trump signaling that a partial and temporary deal could be considered. Capital market impact September 16, 2019 economic growthinvesting strategiesmarket commentary
Earnings inflection could drive markets Despite substantial volatility, the S&P 500 has returned 11% over the past 12 months. Capital market impact April 15, 2019 economic growthinvesting strategiesmarket commentary
Markets pause as we await a positive catalyst Equity markets saw their worst week of the year, failing to break through the well-established resistance just over 2,800 for the S&P 500 Index. Capital market impact March 11, 2019 economic growthinvesting strategiesmarket commentary
Continued market momentum despite mixed economic data The start of the year has been impressive with the 11% move through February the best performance since 1991. Capital market impact March 4, 2019 economic growthinvesting strategiesmarket commentary
Trade optimism drives markets higher The S&P 500 Index has now rallied 19% since Christmas Eve Capital market impact February 25, 2019 economic growthinvesting strategiesmarket commentary
Improved investor sentiment helps continued market recovery The S&P 500 Index gained for the third-straight week, with most major indexes gaining more than 2%. Capital market impact January 14, 2019 economic growthinflationinterest ratesinvesting strategies
