July 22, 2024 | Weekly Market Commentary

Key Themes for Bonds in the Second Half of 2024

Printer Friendly Version The first half of the year was a challenging environment for a lot of fixed income markets, …

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July 15, 2024 | Weekly Market Commentary

Key Themes for Stocks in the Second Half of 2024

Printer Friendly Version Outlook 2024: A Turning Point, released in December 2023, featured our perspective on how stocks might respond …

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July 3, 2024 | Client Letter

Solid Gains to End the First Half

Stocks finished the first half of the year the same way they started — with solid gains. Strong rallies from …

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July 1, 2024 | Weekly Market Commentary

Double-Digit Earnings Growth on Tap

Printer Friendly Version With stock valuations elevated after such a strong first half, earnings growth will be key to holding, …

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June 27, 2024 | Weekly Market Commentary

Artificial Intelligence: The Antidote to Fed Policy?

Printer Friendly Version “The four most dangerous words in investing are: ‘this time is different.'” — Sir John Templeton Are …

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June 19, 2024 | Weekly Market Commentary

Keep Calm and Clip Bond Coupons

Printer Friendly Version With a Federal Reserve (Fed) meeting, a Bank of Japan (BOJ) meeting, two very important inflation reports, …

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June 6, 2024 | Client Letter

Stocks Benefit From Solid Fundamental Foundation

April showers brought May flowers as markets placed greater importance on economic growth and corporate profits than the “higher for …

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June 3, 2024 | Weekly Market Commentary

Adjusting the Sector Sails: Strong May Takeaways and a June Stock Setup

Printer Friendly Version To say May was an eventful month for the market is an understatement. Investors navigated around the …

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May 28, 2024 | Weekly Market Commentary

Earnings Are Doing Their Part: Exploring Q1 Earnings

Printer Friendly Version The first quarter earnings season is largely in the books, and it was excellent. In fact, S&P …

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May 20, 2024 | Weekly Market Commentary

How’s It Going? Depends on Who You Ask in a Post-Pandemic Economy

Printer Friendly Version The post-pandemic economy is treating people very differently, creating a headache for central bankers. The extreme differences …

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May 13, 2024 | Weekly Market Commentary

Preferred Securities: Still Our Preferred Non-Core Bond Sector

Printer Friendly Version It continues to be a challenging environment for a lot of fixed income markets, especially higher quality …

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May 6, 2024 | Weekly Market Commentary

Sell in May? Maybe Not. More Rhyme Than Reason

Printer Friendly Version “Sell in May and Go Away” is one of the most widely used maxims on Wall Street. …

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May 1, 2024 | Client Letter

Navigating May’s Stock Market Outlook

After a strong first quarter for stocks, some April showers rained down as the S&P 500 fell about 4% last …

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April 29, 2024 | Weekly Market Commentary

That Was Quite a Week: A Pivotal One for the Markets

Printer Friendly Version Last week was a pivotal one for markets, with the S&P 500 coming off a 3% weekly …

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Volatility Is Back

April 22, 2024 | Weekly Market Commentary

Volatility Is Back: Understanding Ever-Changing Market Narrative

Printer Friendly Version Volatility has come back into the market as the narrative shifted toward a higher-for-longer monetary policy backdrop. …

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