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“Third Quarter 2017 Earnings Preview” | Weekly Market Commentary | October 9, 2017

“Third quarter earnings season gets underway this week (October 9-13) and it should be another good one.”
Source: WEEKLY COMMENTARY

"A Tale of Three Markets" | Bond Market Perspectives | October 3, 2017

“The third quarter of 2017 was in many ways a tale of three markets for fixed income investors.”
Source: WEEKLY COMMENTARY

"October Preview" | Weekly Economic Commentary | October 2, 2017

“October is historically the most volatile month for equities.”
Source: WEEKLY COMMENTARY

“Markets Buying Into Tax Reform” | Weekly Market Commentary | October 2, 2017

“We share some implications of the tax proposal and explore what some market-based barometers of tax reform show.”
Source: WEEKLY COMMENTARY

"Focus on Fundamentals" Client Letter by John Lynch | September 28, 2017

“With so many events competing for our attention, how do we know where to focus?”
Source: WEEKLY COMMENTARY

"Puerto Rico’s Crisis Deepens" | Bond Market Perspectives | September 26, 2017

“The devastation wrought by Hurricane Maria has led to weaker municipal bond prices for Puerto Rico issuers.”
Source: WEEKLY COMMENTARY

“The Bull Market Appears Alive and Well” | Weekly Market Commentary | September 25, 2017

“The steady bull market—now the second largest—continues.”
Source: WEEKLY COMMENTARY

"Fed vs. Market" | Weekly Economic Commentary | September 25, 2017

“The market believes that the Fed will raise rates, though not to the extent that it says.”
Source: WEEKLY COMMENTARY

Portfolio Compass | September 20, 2017

“Lowered real estate view from neutral/positive to neutral; lowered municipal high-yield view from neutral to neutral/negative.”
Source: WEEKLY COMMENTARY

“Balance Sheet Ballyhoo” | Bond Market Perspectives | September 19, 2017

“The Fed is expected to offer details about when it will begin reducing its balance sheet this week.”
Source: WEEKLY COMMENTARY