June 5, 2024: The Fed Model: A Questionable Timing Tool
For much of the past 15 years, low bond yields have helped push up stock prices as investors found few alternatives to stocks in attempting to reach their return objectives. […]
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May 22, 2024: Opportunities in Artificial Intelligence
With Memorial Day weekend and a quiet week of economic news ahead, the market is laser-focused on this week’s earnings report from NDIVIA, considered by many to be the bellwether […]
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May 15, 2024: Why Are Consumers Pessimistic?
Last week’s consumer sentiment report from the University of Michigan reaffirmed that consumers are feeling increasingly negative about the economy. These negative sentiments persist despite jobs growing at an average […]
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May 8, 2024: A Strong Start to the Year in Corporate Earnings
High interest rates, global conflict, problems in commercial real estate—despite these ongoing concerns, the U.S. corporate juggernaut carries forward. Through Monday, over 85% of companies in the S&P 500 Index […]
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May 1, 2024: Why Budget Deficits Matter
This week, investors will digest a litany of economic data, including updates on the U.S. job market and on manufacturing and service activity. These releases come amid a busy week […]
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