Downside Risk Remains| Weekly Market Commentary | May 18, 2020

Downside Risk Remains| Weekly Market Commentary | May 18, 2020

Stocks fell last week, and many blamed the drop on high stock valuations, Federal Reserve Chairman Jerome Powell’s gloomy outlook, and rising US-China tensions. Perhaps investors also are increasingly skeptical about prospects for a smooth V-shaped recovery....
Time For A Pause? | Weekly Market Commentary | May 11, 2020

Time For A Pause? | Weekly Market Commentary | May 11, 2020

Stocks have had a historic run amid increasingly negative headlines. Historically, stocks have tended to lead the economy, and while a second-half rebound may be likely, some equity weakness over the coming months is also possible. The historically worst six months of...
What Happened to Oil| Weekly Market Commentary | April 27, 2020

What Happened to Oil| Weekly Market Commentary | April 27, 2020

Negative oil prices have dominated headlines recently. A combination of oversupply, lack of demand, and a lack of storage capacity resulted in temporarily negative oil prices, where holders of a futures contract were paying others to take delivery of oil for them. We...
A Recession is Here | Weekly Market Commentary | April 13, 2020

A Recession is Here | Weekly Market Commentary | April 13, 2020

The economy has halted for the past several weeks, and with it the longest economic expansion ever has ended, meaning we are now in a recession. What makes this recession unique is the government intentionally brought it on, with the chances for an economic bounce...