Market Thoughts for September 2018 [Video]

It was another good month here in the U.S., with the stock market up across the board. The economy, consumer confidence, and hiring all continued to grow. This growth is translating into corporate profits as well, with 80 percent of companies beating expectations....

Market Thoughts for August 2018 [Video]

July was a great month for financial markets. In the U.S., the Dow, S&P 500, and Nasdaq were all up, and after a terrible June, both developed and emerging markets bounced back. What fueled this performance? Strong economic data, in particular GDP growth, which...

Market Thoughts for July 2018 [Video]

June was a mixed month, as U.S. markets went down with the Dow and up with the S&P 500 and the Nasdaq. Bond markets pulled back a bit on rising rates. There was also pullback abroad, in both developed and emerging markets. Still, the fundamentals are good, and a...

Market Thoughts for June 2018 [Video]

May was a good month, continuing the recovery from the pullback we saw at the start of the year. In the U.S., markets were up almost across the board. Consumers continue to spend, and businesses remain confident—with manufacturing doing particularly well. Plus, the...

Market Thoughts for May 2018 [Video]

April was a good month, as both U.S. and developed markets were up. This news was encouraging, indicating that the economy seems to be bouncing back after two down months. In fact, the fundamentals are quite strong, with company earnings surprising to the upside to a...