The Weekly View

12/11/18

Experts Say Things Are OK, But Crowd Sending Very Different Message

12/04/18

Good News: Trump, Xi and the Fed Declare Truce on Trade and Rates

11/27/18

The Weekly View: The Bounce, the Brits, and Brexit

11/20/18

The Weekly View: Navigating Uncertain Seas

11/12/18

All Clear? Judge the Quality of the Bounce

11/05/18

No More Junk In the Trunk

10/29/18

The Weekly View: Resetting Expectations, Bear Market Unlikely

10/23/18

Emerging Markets: Compelling Valuations + Ugly Technicals = Neutral Stance

10/16/18

October Strikes Again, But Bull Market Still Intact, in Our View

10/09/18

The Weekly View: Another Tough Quarter for Global Diversification

09/25/18

The Weekly View: Why We Are Not Throwing in the Towel on International Stocks

09/18/18

The Weekly View: What Could Go Right?

09/11/18

The Weekly View: Special FX: Why RiverFront Isn't Currently Hedging Major Foreign Currencies

09/04/18

The Weekly View: Consumer Confidence...As Good As It Gets?

08/28/18

The Weekly View: Old Bull Markets, Flat Yield Curves, and Pricey Tech Stocks

08/20/18

Risk Management Continues - Dollar Strength, Turkey and Emerging Markets

08/13/18

The Weekly View: International Stocks: Cheap, But Not Working

08/06/18

The Weekly View: Trade Tensions - Why, Why Now & How

07/31/18

The Weekly View: The View From Ireland: Brexit is a Mess, Dublin is Booming and Europe is Healthier Than You Think

07/24/18

Summertime, and the Livin's (Un)easy

07/17/18

Risk Neutral: Poised to Go Either Way in Short-Term

07/03/18

The Weekly View, "Tactically Cautious"

06/25/18

The Weekly View "Real News, Fake News...Both Need Warning Labels"

06/19/18

The Weekly View: Southbound and Down: Opportunities and Risks in the European Financial System

06/12/18

Don't Leave the Party, Just Start Drinking Water

06/05/18

Italian Stocks: Political Headlines Obscure Attractive Fundamentals

05/21/18

The Weekly View: Yield, Our Reliable Friend

05/15/18

The Weekly View: Stocks in a Decision Box, Tactical Indicators Neutral: Time for Nuanced Risk Management

05/07/18

The Weekly View: Europe: Stocks Making Headway Even in a Volatile Market

05/01/18

The Weekly View: Reading Volatility's Tea Leaves

04/23/18

The Weekly View: The Bond Bear Gently Bites - Yield Matters

04/10/18

The Weekly View: Volatility...A Welcome, If Unruly, Guest

04/03/18

The S&P 500 Index: Looking Under the Hood

03/26/18

The Weekly View, "Emerging Markets Recovery: Resilient Despite Tariff Concerns"

03/19/18

The Weekly View: Tug of War Continues: Healthy Economic Backdrop Should Outweigh Trade and Rate Uncertainty

03/13/18

The Weekly View: Fair Trade vs Free Trade vs Trade War

03/05/18

The Weekly View: 2018 vs 2008...Many More Differences than Similarities

02/21/18

The Weekly View: Inflation: Cyclical Pressure vs Secular Forces

02/05/18

The Weekly View: Perspective on Pullbacks: Plan, Don't Panic

01/29/18

The Weekly View: Italy - Economic Momentum Outweighs Political Intrigue

01/22/18

The Weekly View: US Equities: Lift-off Acheived...But It's Not All Hot Air

01/08/18

The Weekly View: Japan's Nikkei Breaks Above a 20 - Year Barrier

01/03/18

Outlook 2018: Tug of War

01/03/18

Outlook 2018 Highlights