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Market Perspectives Archive

Brief commentary from our Chief Investment Officer on economic and market conditions.

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August 12, 2013 – Dog Days

July 29, 2013 – Will Higher Mortgage Rates Derail the Housing Recovery?

July 15, 2013 – When the Music Stops

July 1, 2013 – Lost in Translation

June 17, 2013 – V is for Volatility

June 3, 2013 – Fed Under the Microscope

May 20, 2013 – Another Week, Another Record

May 6, 2013 – The Market's Mixed Messages

April 22, 2013 – Has Gold Lost its Luster?

April 8, 2013 – Markets Sending Mixed Signals

March 25, 2013 – Slurping at the Punch Bowl

March 11, 2013 – Dow at New High: Now What?

February 25, 2013 – Climbing the Wall of Worry

February 11, 2013 – The Coming Energy Boom

January 28, 2013 – The Great Bond Bubble: Myth or Reality?

January 14, 2013 – Out of the Fiscal Frying Pan, and Into the Debt Ceiling Fire

December 17, 2012 – Confronting Another Year of Low Interest Rates

December 3, 2012 – The Valley Beyond

November 19, 2012 – A Thelma and Louise Moment?

November 5, 2012 – The Wrath of Sandy

October 22, 2012 – Charting a Post-Election Investment Roadmap

October 9, 2012 – Taking the Long View

September 24, 2012 – Fed Moving in Right Direction – But Economic Improvement Slow Going

September 10, 2012 – Equity Markets Climb to Multi-Year Highs Despite Investor Skepticism

August 27, 2012 – Calm Before the Storm?

August 13, 2012 – Is the 'Cult of Equities' Truly Dying?

July 30, 2012 – ECB Comments Jolt Investors Into Action

July 13, 2012 – California Municipal Bonds Back in the Headlines

July 3, 2012 – Last Day Rally Caps Difficult Quarter

June 18, 2012 – All Eyes on Europe

June 4, 2012 – Have We Seen This Movie Before?

May 21, 2012 – The Lessons of Facebook

May 7, 2012 – The Fiscal Cliff Looms

April 23, 2012 – Economic Momentum Slows, but Outlook Remains Favorable

April 9, 2012 – The Economy, Markets and the Fed

March 26, 2012 – Do Higher Interest Rates Threaten the Market Rally?

March 12, 2012 – Will Higher Gasoline Costs Spoil The Party?

February 27, 2012 – Dow Crosses 13,000: More Gains to Come?

February 13, 2012 – California's Economy is Healing

January 30, 2012 – Smooth Sailing So Far in 2012

January 17, 2012 – 2012 Outlook: Mostly Sunny, Chance of Rain

December 19, 2011 – What If The Euro Collapses?

December 6, 2011 – Know What You Own

November 7, 2011 – It's All About Europe

October 24, 2011 – Defying Skeptics, U.S. Economy Shows Signs of Life

October 11, 2011 – Municipal Bonds – Nine months later

September 26, 2011 – A Tale of Two Asset Classes

September 12, 2011 – Uncertainty Continues to Grip Equity Markets

August 29, 2011 – Another Round of Fed Stimulus? Not Yet

August 12, 2011 – Wild Week on Wall Street

August 5, 2011 – Economic Outlook Darkens

July 25, 2011 – Crunch Time

July 11, 2011 – Thinking the Unthinkable

June 27, 2011 – Will Greece Default?

June 13, 2011 – Looking Through the Valley

May 31, 2011 – Equity Markets Struggle as Economic Data Weakens

May 16, 2011 – Trends Improving For California Bonds

May 2, 2011 – Bernanke Plans to Keep Rates Low

April 18, 2011 – Gauging the Inflation Risk for Bond Investors

April 4, 2011 – Confusing Slogans with Strategy

March 21, 2011 – Crisis in Japan Derails Market Rally

March 7, 2011 – Oil Price Shock Is Worry For Skittish Investors

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