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Michael Halloran February 10, 2020
Stocks reached record highs last week, reflecting healthy fundamentals and looking through the near-term impact of the coronavirus outbreak.
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Michael Halloran February 3, 2020
Stocks fell last week in response to the economic uncertainty created by the coronavirus outbreak.
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Michael Halloran January 27, 2020
Stocks are under near-term pressure due to fears that the coronavirus will disrupt the improving global economy.
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Michael Halloran January 21, 2020
Stocks reached new record highs again last week with two major steps taken toward cooling trade war tensions and reducing economic uncertainty.
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Michael Halloran January 13, 2020
Stocks continue to reach new all-time highs and we remain positive as we start the new year.
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Michael Halloran January 6, 2020
While we are watching Middle East developments closely, we remain optimistic on our outlook for the economy and stocks.
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Michael Halloran December 30, 2019
Stocks continue to reach new record highs with the S&P 500 Index on track to end the year up over 30%.
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Michael Halloran December 23, 2019
Stocks reached new record highs last week, supported by an outlook for improving global economic growth and reduced trade tensions.
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Michael Halloran December 16, 2019
Last week saw several important developments that reinforce our positive outlook for the economy and markets.
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Michael Halloran December 9, 2019
Despite concerns that trade talks could fall apart, our base case is that the trade truce will hold and the global economy will show improvement as we move into 2020.
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Michael Halloran December 2, 2019
Stocks reached new highs again last week and continue to benefit from easy monetary conditions provided by central banks that have significant leeway due to low inflation.
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Michael Halloran November 25, 2019
Stocks continue to trade near all-time highs and are supported by several factors.
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Michael Halloran November 18, 2019
The major stock market indexes reached new highs last week with globally exposed cyclical sectors continuing to outperform domestically oriented defensive sectors. We are encouraged by this signal that suggests stocks are anticipating improving global economic conditions.
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Michael Halloran November 12, 2019
Stocks are making new all-time highs due to earnings coming in better-than-expected, lower economic policy uncertainty on reduced trade tensions, strong labor market data, and improving global manufacturing indicators.
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Michael Halloran November 5, 2019
Stocks reached all-time highs last week, driven higher by better-than-expected earnings news and positive economic data.
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Michael Halloran October 31, 2019
The S&P 500 stock index is at an all-time high and is being supported by reduced geopolitical tensions and good earnings news.
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Michael Halloran October 21, 2019
Stocks are close to all-time highs and are being supported by positive earnings news and reduced geopolitical risks.
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Michael Halloran October 15, 2019
Stocks reacted favorably to the results from the latest Chinese trade talks.
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Michael Halloran October 8, 2019
The big news last week was the negative reaction to the monthly U.S. business surveys that showed weaker-than-expected service sector activity and further weakness in manufacturing.
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Michael Halloran October 2, 2019
The incoming economic data remains consistent with slower, but still positive, economic growth.