Economic and Market Trends

Closing Out Our Equities Overweight | Weekly Market Commentary | June 5, 2023

How Much of a Problem is Concentrated Leadership? | Weekly Market Commentary | May 30, 2023

Will History Rhyme? A Fed Pause Has Been Good for Fixed Income | Weekly Market Commentary | May 22, 2023

Earnings Update: Better than Feared Undersells These Results | Weekly Market Commentary | May 15, 2023

King Dollar Still Rules | Weekly Market Commentary | May 8, 2023

Global Portfolio Strategy | May 4, 2023

Client Letter | Investor Sentiment Tested | May 3, 2023

Sell in May? | Weekly Market Commentary | May 1, 2023

Draining the Lifeblood of the Economy | Weekly Market Commentary | April 24, 2023

A Closer Look at Commercial Real Estate | Weekly Market Commentary | April 17, 2023