• May 22, 2019

    Our outlook remains unchanged, with more sideways churn likely through Q2 and into early Q3 before further upside in the second half of the year. Intermediate-term, we expect equity markets to continue trading in a sideways, choppy range through Q2. Why?
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  • May 15, 2019

    Only a late rally last Friday saved the benchmark indexes from their worst week of the year. As it was, each of the indexes mentioned here fell at least 2.12%, with the Global Dow and the Nasdaq falling more than 3.0%. During the week, the small-cap Russell 2000 temporarily sank into correction territory as it drifted more than 10% below its August 2018 high.
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  • May 8, 2019

    The trade issue with China has caused a lot of volatility the last few days. Nobody really knows what will happen, but odds are high that a deal will be struck. So what happens if we don't strike a trade deal?
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  • May 1, 2019

    Monthly cycle momentum is building positively into the end of April. The longer-term cycle backdrop continues to improve with the percentage of stocks rising (positive) and monthly momentum continuing to strengthen heading into month-end, from 11% at the end of December to an April month-end value likely to be just above 50%.
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  • April 25, 2019

    The market is starting to hit resistance in the 2935 area on the S&P 500. We do expect a pause and a modest selloff. This should be viewed as an opportunity to add to your positions, as we expect the second quarter to be a period of consolidation followed by a 3rd and 4th quarter rally into year end.
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  • April 17, 2019

    After years of flirting, the yield curve finally inverted. For the next decade, the U.S. government can borrow at a lower interest rate than it can for the next three months. The bears have been quick to point out the 10-year to 3-month yield curve’s track record for predicting recessions and market performance. The emphasis for the past two years has been on the near-inversion of the 10-year to 2-year yield curve.
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