November 23, 2020 | Market Update

Frothy Sentiment Rides Bullish Technicals

Corporate earnings results were surprisingly good in the third quarter, with 84% of companies beating earnings expectations. Stocks most likely …

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November 17, 2020 | Market Update

Q3 Results Brighten 2021 Picture

Corporate earnings results were surprisingly good in the third quarter, with 84% of companies beating earnings expectations. Stocks most likely …

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November 9, 2020 | Market Update

Market-Friendly Election Outcome

Equity returns have been strongest under a split Congress, a likely scenario in 2021. Big tax increases are likely off …

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November 2, 2020 | Market Update

Record GDP on the Eve of the Election

2020 has been a year of records, including the sharpest rebound in GDP since WWII. Plus, consumer spending rebounded mightily …

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October 27, 2020 | Market Update

Are the Polls Wrong Again?

As the race for the White House enters the homestretch, some indicators suggest the election may be closer than polls …

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October 19, 2020 | Market Update

Three Reasons We Like Small Caps

Markets have come a long way since March lows, and we see further gains ahead for stocks. We think small …

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October 12, 2020 | Market Update

Earnings Growth Is Approaching

Corporate America will get closer to the return of earnings growth this earnings season. Investors will need to watch for …

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October 5, 2020 | Market Update

Market Responses to Election Uncertainty

November presidential election results may be delayed or disputed, or both, and President Donald Trump’s COVID-19 diagnosis adds to the …

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September 28, 2020 | Market Update

What Technology’s Correction Means

Technology has mitigated downside during bouts of pandemic-inspired market volatility, while also posting considerable outperformance. In September, however, it has …

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September 21, 2020 | Market Update

Central Bank Season

The Federal Reserve, European Central Bank, and Bank of Japan met in September to discuss the economy and monetary policy. …

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September 14, 2020 | Market Update

The Bull Case for Stocks

Markets have been on a wild ride in September so far, with early strong days followed by one of the …

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September 8, 2020 | Market Update

Top 10 Investor Questions

Why have stocks done so well in such a challenging economic environment and with COVID-19 still an ongoing threat? We …

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August 31, 2020 | Market Update

Election Preview Part II: A Trump Second Term—Upside and Risks

In Part II of our two-part election preview series, we look at the potential market impact if President Donald Trump …

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August 24, 2020 | Market Update

Election Preview Part I: A Biden Presidency—Upside and Risks

In Part 1 of a two-part election preview series, we look at the potential market impact if former Vice President …

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August 17, 2020 | Market Update

5 Earnings Season Takeaways

Corporate earnings blew away expectations this quarter, with an average upside surprise of 22%. There are a number of reasons …

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