The Rally Continues | Weekly Market Commentary | February 19, 2019

KEY TAKEAWAYS The market rally continues, with stocks off to their best year’s start since 1991. Near-term stocks are quite overbought and a pullback could be warranted. Yet, from a sentiment perspective, we still aren’t seeing signs of the over-the-top optimism that...

That Was the Easy Part | Weekly Market Commentary | February 4, 2019

KEY TAKEAWAYS Stocks posted their best January in more than 30 years after a historically bad December. Stocks’ bounce was the easy part; the next 10% will likely be much harder. There are technical signs that suggest December marked a major low and potentially higher...

Brexit Clouds Linger | Weekly Market Commentary | January 22, 2019

KEY TAKEAWAYS Following last week’s rejection of Theresa May’s Brexit plan, we discuss what’s next for the United Kingdom and possible market implications. We maintain a cautious tactical view on European equities, given lackluster economic growth, increased political...