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Jul 27, 2024
Stocks should like today’s budding optimism.
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Jul 24, 2024
Falling uncertainty benefits markets.
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Jul 19, 2024
What slowing inflation means for markets.
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Jul 16, 2024
Monthly output got a warm weather boost.
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Jul 15, 2024
Europe and the UK hop on the T+1 bandwagon.
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Jul 10, 2024
The latest jobs data confirm what stocks are already well aware of.
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Jul 9, 2024
After all that, France’s election extends the status quo.
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Jul 8, 2024
America has a birthday this week—let’s celebrate with some May data!
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Jul 6, 2024
Markets enjoy falling uncertainty.
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Jul 4, 2024
Falling uncertainty is a powerful election year tailwind.
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Jul 3, 2024
Reality has proven rates at present levels aren’t toxic for stocks.
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Jul 2, 2024
Divergent policy doesn’t automatically mean divergent returns.
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Jul 1, 2024
If high rates are so problematic, why are corporate defaults down?
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Jun 27, 2024
The S&P 500 isn’t a one-trick pony.
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Jun 25, 2024
Focusing on recent French political uncertainty overlooks the more important point.
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Jun 21, 2024
You asked. We answered.
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Jun 20, 2024
P/E ratios still aren’t predictive.
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Jun 19, 2024
Will noisy French politics upend markets?
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Jun 17, 2024
Strong May hirings don’t reveal much about the economy.
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Jun 14, 2024
Monetary policy is still unpredictable.
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Jun 13, 2024
Remember, when market volatility returns, turbulence is normal.
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Jun 11, 2024
The eurozone gets its rate cut.
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Jun 10, 2024
Don’t fuss over central banks’ inflation targets.
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Jun 7, 2024
Because it doesn’t appear to signal credit contraction like in past periods.
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Jun 3, 2024
The downward Q1 revision doesn’t change what matters.
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May 30, 2024
Dour moods against a generally healthy economic backdrop isn’t a uniquely 2024 phenomenon.
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May 24, 2024
Trade settlement times are about to shrink.
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May 23, 2024
A July UK election presents opportunities for uncertainty to fall.
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May 21, 2024
Whether the UK ever entered recession or not, stocks have long since moved on.
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May 20, 2024
Delinquency rates are rising, signaling some stress—but overall, they remain historically low.
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May 17, 2024
A properly constructed index would have gotten here a long time ago.
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May 16, 2024
Up or down, CPI wiggles mean little.
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May 14, 2024
When stocks go up, short positions will cost you dearly.
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May 13, 2024
This widely discussed category is tiny.
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May 11, 2024
Earnings growth is great, but stocks saw it coming.
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May 9, 2024
A friendly reminder: Jobs don’t reveal what the Fed will do next.
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May 8, 2024
And the dollar’s reserve currency role, while undiminished, doesn’t matter either.
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May 3, 2024
Remember pullbacks start and end without warning.
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May 2, 2024
Fewer babies needn’t doom the economy.
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Apr 30, 2024
And to never come back, whether at St. Leger Day or whenever.
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Apr 29, 2024
Private sector growth looks a-ok.
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Apr 26, 2024
The Labor Department takes another stab at ensuring retirement investors’ needs come first.
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Apr 24, 2024
The latest tariffs are symbolic.
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Apr 23, 2024
Emerging Markets can handle a strong dollar.
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Apr 22, 2024
Uncle Sam has plenty of buyers.
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Apr 18, 2024
The IMF acknowledges what stocks have already priced in—and signifies low expectations from here.
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Apr 17, 2024
Volatility is part and parcel of bull markets.
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Apr 16, 2024
Actual leading inflation indicators help put March’s uptick—and rate cut chatter—in context.
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Apr 12, 2024
Investors are still fighting the last war.
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Apr 9, 2024
Manufacturing recovers while consumer spending chugs along.
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Apr 8, 2024
It is a myth that the Fed charts the global monetary course.
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Apr 1, 2024
On the latest economic news from the Commonwealth.
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Apr 1, 2024
China’s new growth plan is getting some attention.
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Mar 29, 2024
While the human toll is great, the supply chain is adaptable.
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Mar 27, 2024
Shutdown deal aside, expect lots of bickering and little action in Congress.
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Mar 21, 2024
The cash pile will likely stay sidelined, and that is ok for stocks.
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Mar 19, 2024
Markets pre-priced the corporate default wave.
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Mar 18, 2024
One month doesn’t make a trend.
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Mar 14, 2024
Stocks already showed they don’t need rate cuts.
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Mar 13, 2024
Twelve months after Silicon Valley Bank’s failure, some lessons and insights.
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Mar 12, 2024
Stocks have long since moved on.
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Mar 7, 2024
Brace yourself for another “fiscal cliff” brouhaha.
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Mar 4, 2024
Markets seem to be quietly proving “quantitative tightening” isn’t bearish.
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Mar 2, 2024
Chasing yield alone risks making big personal finance mistakes.
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Mar 1, 2024
Headlines dwell on Europe’s structural issues, but its stocks are a stealthy surprise.
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Feb 28, 2024
The ECB’s much-feared loss is banal, not bearish.
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Feb 23, 2024
Two years on, the global economy has proven resilient.
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Feb 21, 2024
Valuations aren’t all they are cracked up to be.
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Feb 19, 2024
Labels aside, weakness isn’t new—or surprising to stocks—in either country.
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Feb 15, 2024
Will a CPI wiggle really mean much to earnings 3 – 30 months out?
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Feb 12, 2024
Milestones are fun but meaningless.
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Feb 9, 2024
Stocks aren’t overlooking regional banking developments.
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Feb 8, 2024
Calculated properly, credit card delinquencies didn’t spike.
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Feb 7, 2024
Beware reading into Fedspeak.
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Feb 5, 2024
Sentiment is warmer but still has room to run.
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Feb 2, 2024
Pockets of strength outnumbered weak patches.
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Jan 31, 2024
Is the alphabet soup of emergency lending programs a thing of the past?
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Jan 30, 2024
The gap between expectations and reality remains wide.
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Jan 29, 2024
The near-term impact looks minimal.
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Jan 26, 2024
Bitcoin is still speculative.
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Jan 25, 2024
People are second-guessing markets’ resilience.
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Jan 24, 2024
Stocks don’t sound all-clear signals—and other timeless wisdom.
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Jan 22, 2024
The wall of worry had plenty of bricks as 2023 ended.
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Jan 19, 2024
What last year’s jobs numbers mean for investors.
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Jan 16, 2024
Don’t buy the narrative that Fed rate cut hopes are the only thing propping stocks up.
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Jan 15, 2024
Economic data—like markets—don’t move in straight lines.
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Jan 12, 2024
Stocks can—and likely will—march higher after a big 2023.
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Jan 10, 2024
Up or down, short-term swings are meaningless.
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Jan 10, 2024
Hedge fund-like strategies haven’t much helped retail investors, according to some new research.
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Jan 8, 2024
The January Effect is still a myth.
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Jan 4, 2024
A non-existent CEO, celebrity endorsements and impossible returns.
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Jan 3, 2024
Bonds are clawing back last year’s declines.