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Market Insight Monthly | April 2018

“Economic reports released in April 2018, largely reflecting economic activity in March, showed continued solid economic growth in the U.S.”
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“To Sell or Not to Sell: The China/Treasuries Dilemma” | Bond Market Perspectives | May 8, 2018

China could sell its holdings of Treasuries, potentially leading to higher U.S. rates.
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“Data Deluge” | Weekly Economic Commentary | May 7, 2018

Economic data received over the first week of May indicated steady economic growth with only marginal risk of overheating.”
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“Don√¢‚Ǩ‚Ñ¢t Sell in May” | Weekly Market Commentary | May 7, 2018

The May through October period has historically been the weakest six months for equities.
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“Opportunity Amidst Seasonal Weakness” Client Letter by John Lynch | May 3, 2018

“May√¢‚Ǩ‚Ñ¢s arrival has brought warmer weather to many parts of the U.S. (finally), but it also brings talk of one of the most widely cited stock market clich√ɬ©s in history: √¢‚Ǩ≈ìSell in May and go away.√¢‚Ǩ¬ù
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“Search for Income: Yield Opportunities Improve” | Bond Market Perspectives | May 1, 2018

The Bond Market Perspectives “Search for Income” is a quarterly guide to our top ideas for income-producing strategies.
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“A Closer Look at First Quarter GDP” | Weekly Economic Commentary | April 30, 2018

“The economy posted solid first quarter growth of 2.3% in the face of seasonal headwinds.”
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“Valuation Check-In” | Weekly Market Commentary | April 30, 2018

We make the case that stock valuations are reasonable when considering interest rates and inflation.
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“Yield Curve Subplot” | Bond Market Perspectives | April 24, 2018

The yield curve has continued to flatten; however, because rates are rising simultaneously, it is a less ominous indicator for the economy relative to if yields were falling.
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“Myth Busting” | Weekly Market Commentary | April 23, 2018

There are several market myths related to certain market indicators which have the tendency to distract investors from what really matters in assessing market opportunities.