Market Commentary – May 9, 2019

SummaryAfter a robust rally to begin the year, stocks are now in the midst of their most significant pullback of 2019.Continued strength from leading groups (like Semiconductors) and evidence of a quick shift in investor sentiment would be consistent with a consolidation that is limited in degree and duration.Further deterioration in sector-level trends and other…

Weekly Market Notes – March 11, 2019

SummaryThe most recent economic data fits with our 2019 outlook that suggests economic growth is likely to slow this year but recession prospects remain very low.The current weakness in the equity markets should be viewed within the confines of a consolidation phase that is likely to continue until such time as a firm trade deal…