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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.
08/19/2024 Market Strategy
With many folks now looking for a cut of as much as 50 bps in September, a degree of hesitancy in the Chair’s remarks could reintroduce some volatility into the market ahead of next weekend.
08/12/2024 Market Strategy
The prior two earnings season results, like the current one, surprised to the upside with positive earnings growth countering bearish predictions of an earnings recession.
08/05/2024 Market Strategy
Last week’s equity market downdraft on back of the jobs data in our view likely provides opportunity for another rally
07/29/2024 Market Strategy
In the week ahead the markets will likely focus on economic data, Q2 S&P 500 earnings results and guidance along with the recovery from last week’s cyber security disruption…