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Small Cap Streak Continues

“We’re going streaking.” -Frank “The Tank” Ricard from Old School The Russell 2000 Index closed higher for the eighth consecutive week last week, its longest win streak since late 2013. In fact, it hasn’t made it to nine consecutive green weeks since 1996—so this type...

Market Update | June 26, 2018

Macro View Daily Insights Fixed income markets showing trade related stress.Concerns around protectionist trade policies’ potential negative affect on growth is helping to drive yields lower globally, with the 10-year Treasury yield trending lower below 2.9%. Rate...

Trade Tensions Playbook | Weekly Market Commentary | June 25, 2018

KEY TAKEAWAYS We have maintained our positive stock market outlook in part because we expect resolution with China on trade, and only minimal economic damage to the U.S. and abroad. We acknowledge that trade tensions may escalate further, potentially leading to...

Our Trade Tensions Playbook

Though it comes as no surprise, escalating trade tensions have made for a difficult investing environment. “We believe fiscal stimulus will offset proposed tariffs and that tensions between the U.S and China will not devolve into a full-blown trade war,“ noted LPL...