Insights

Significant Crosscurrents Prior to Q3 Earnings
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Tug of War Between Cyclical Tailwinds and Higher Inflation and Interest Rates
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For Now, The Fed's Focus is on Jobs, Not Inflation
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Stock Markets Remain Choppy as Risks Increase
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Is the Market Taking a Pause that Refreshes?
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The Stock Market Upturn Will Eventually Shift to a Bumpier Ride
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COVID and Peak Growth Concerns Will Give Way to a Slower, but Still Good Economy
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Slowing Economy? Yes! Somewhat Higher Inflation? Yes! Stagflation? No.
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U.S. equities finished higher last week (S&P 500 +0.7%; Russell 2000 was -1.0%). Value and cyclicals outperformed growth and defensives despite the continued pickup in concerns about the spread of the Delta...
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U.S. equities finished higher last week, with the S&P 500 up 0.9%. Credit went to a strong batch of earnings and upbeat corporate commentary. Treasuries sold off with 10-year yields up 7bp to 1.31%. (A bette
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