Insights

4 minute read

The bump in April retail sales belies a deceleration of consumer spending.

2 minute watch

The words of the day are “caution” and “patience.”

7 minute read

Bulls looking past the crosscurrents … for now.

Opportunities can be found in small-cap markets.

2023 outlook to us looks like more of the same as "rocky landing" proceeds.

Not until the stimulus stockpile is gone. But what then?

Perhaps. But the focus should be on quality.

Remaining defensive as 2023 consensus on earnings and Fed remains too optimistic.

Use, duration and timeframe can diversify investments.

With peak yields in sight, better times may be too.

Everything we thought might go wrong at start of the year, has.

How much corporate earnings fall could determine where the market bottoms.

There are reasons to think it might.

Global investment decisions often start at the top.

And with it, the rally in stocks is likely ending, too.

Rising recession risk favors defensive dividend stocks, cash and Treasuries.

After years of playing defense, it's time to think offense.

Selling equities into rally as outlook for 'Rocky Landing' grows more likely.

Our international team sees opportunity in China, Asia.

Nearing level to leg back in but staying defensive as Fed attempts 'rocky landing.'

Fed should give investors no reason to stray from short-duration, value strategies.