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10/28/2024 Market Strategy
With the US Elections Eight Days Away, Investors Have Plenty of Economic Data and Earnings Results to Parse in the Meantime
10/21/2024 Market Strategy
History in our experience has shown that monetary policy, economic conditions, corporate and revenue and earnings growth generally carry more weight in terms of the direction markets might take in the period that follows most national elections…
10/14/2024 Market Strategy
A rally in stocks broadened last week even as inflation numbers showed some stickiness
10/07/2024 Market Strategy
When the Latest Surprising Economic Data Bring Monetary Policy into Question, We Believe it Best to Be Patient and Not Jump to Conclusions.
09/30/2024 Market Strategy
Bullish spirit was in the air last week in the markets with some signs of another round of bear capitulation.
09/23/2024 Market Strategy
Recently lower mortgage interest rates and rallies in the bond market suggest to us that market constituencies are giving credence to a beginning of an end to the current rate hike cycle.
09/16/2024 Market Strategy
Recently lower mortgage interest rates and rallies in the bond market suggest to us that market constituencies are giving credence to a beginning of an end to the current rate hike cycle.
09/09/2024 Market Strategy
We Suggest Investors Avoid Jumping to Negative Conclusions During Times of Transition
09/03/2024 Market Strategy
With a Robust Q2 Earnings Season in the Bag, Market Participants this Week Get a Look at Economic Activity in August
08/26/2024 Market Strategy
We remain overweight cyclicals versus defensive sectors while favoring broader diversification across style (growth vs. value) and market capitalizations.