Research
Market Insight Quarterly | Fourth Quarter 2019
Third-quarter data showed the U.S. economy grew at an average pace for the economic expansion, with signs of weakening in manufacturing…
Assessing Geopolitical Risk | Weekly Market Commentary | January 13, 2020
The United States’ airstrike January 3, 2020, near Baghdad, Iraq, that killed a top Iranian military general was a major escalation in Mideast tensions…
Market Insight Monthly | December 31, 2019
The U.S. economy wrapped up 2019 with a batch of generally promising data as U.S-China trade tensions died down…
Lessons From The Past Decade | Weekly Market Commentary | January 6, 2020
As we begin 2020, we’ve had a chance to reflect on what was an unprecedented decade for financial markets…
Client Letter | 2020 Gains on 2019 | January 2020
Happy New Year! What a difference a year makes. One year ago the stock market was plunging and came perilously close to ending what has become the longest bull market ever recorded…
Recent Posts
The Growing List -and Politicization- of BRICS and Friends | Weekly Market Commentary | September 11, 2023
The BRIC acronym, without the “S,” was introduced in 2001 by the Goldman Sachs chief economist who highlighted the prodigious growth and investment prospects of Brazil, Russia, India, and China combined.
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