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Portfolio Compass | May 16, 2019
We expect a transition to large cap market leadership and away from small cap stocks in 2019 as the economic cycle ages.
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Deal Or No Deal | Weekly Market Commentary | May 13, 2019
Escalating U.S.-China trade tensions caused stocks to sell off more than 2% last week.
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The Power of Productivity | Weekly Economic Commentary | May 13, 2019
First quarter productivity rose at the fastest year-over-year pace since 2010.
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Market Insight Monthly | April 2019
Green shoots appeared in U.S. economic data as the economy entered the second quarter.
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A High Bar For Lower Rates | Weekly Economic Commentary | May 6, 2019
Consumer inflation has weakened, but we (and the Fed) believe the slowdown is temporary.
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