January 10, 2019
January 7, 2020
The U.S. airstrike that killed the top Iranian military commander last week was a major escalation in Mideast tensions.
In fact, it would be difficult to overstate the geopolitical significance of this action. Iran likely will retaliate, possibly with attacks on American military personnel overseas.
December 12, 2019
November 11, 2019
Turning the calendar from October to November brought more than trick-or-treaters, pumpkins, and leaves to rake. It also brought a wave of important economic updates that delivered more treats than tricks and helped the stock markets reach new highs.
October 7, 2019
Summer has turned to fall - except for here in Atlanta where the temperatures were in the high 90’s just a few days ago. However, I actually felt a little chill in the air this morning that reminded me that three-quarters of the year is behind us now.
September 5, 2019
August 14, 2019
August 7, 2019
U.S. stocks have hit another trade-induced summer storm
The S&P 500 Index fell 3% on Monday, its worst day since December 2018. The index is now about 5% from the recent record highs in U.S. stocks. This week has been the worst bout of volatility since May.
The purpose of our Midyear Outlook 2019 is to provide you with our updated views of the current fundamentals at the halfway mark and the things that should persist as shorter-term concerns fade, and the markets continue emphasize our four primary pillars for fundamental investing — policy, the economy, fixed income, and equities.
July 4, 2019
Happy July 4th!