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06/10/2024 Market Strategy
Stocks marched in place last week on the latest round of economic data and corporate earnings
06/03/2024 Market Strategy
Stocks marched in place last week on the latest round of economic data and corporate earnings
05/28/2024 Market Strategy
We’re raising our rating for the utilities sector from Underperform to Perform and nudging up our suggested weighting.
05/20/2024 Market Strategy
The Fed’s data dependency continues in our view to be the best course of action to dealing effectively with the vexing sticky inflation that was seen over the course of the first three months of this year.
05/13/2024 Market Strategy
The Fed’s data dependency continues in our view to be the best course of action to dealing effectively with the vexing sticky inflation that was seen over the course of the first three months of this year.
05/06/2024 Market Strategy
The Fed’s data dependency continues in our view to be the best course of action to dealing effectively with the vexing sticky inflation that was seen over the course of the first three months of this year.
04/29/2024 Market Strategy
In our view investors can expect the Fed to remain on pause with no rate cuts as long as inflation remains as sticky as it has been.
04/22/2024 Market Strategy
Often over the course of history inflation is late to be recognized by monetary officials and then difficult to put in check once it becomes embedded in the economy.
04/15/2024 Market Strategy
Often over the course of history inflation is late to be recognized by monetary officials and then difficult to put in check once it becomes embedded in the economy.
04/08/2024 Market Strategy
For us the big surprise this year has not been so much the resilience of the economy but rather the substantial capitulation among the bears and bearish community…