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Michael Halloran August 24, 2020
The S&P 500 stock index hit an all-time high last week, powered by positive news on vaccine developments, slowing new coronavirus cases, and strong housing and manufacturing data.
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Michael Halloran August 10, 2020
The S&P 500 Index rose 2.5% last week and finished just 1% below its all-time high, set before the full onslaught of the pandemic lockdown.
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Michael Halloran August 3, 2020
Stocks rose again last week, supported by better-than-expected earnings and improving global economic conditions.
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Michael Halloran March 9, 2020
Stock market volatility continued last week while Treasury bond yields reached all-time lows.
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Michael Halloran March 2, 2020
Stocks saw the worst weekly drop since 2008 last week, driven by the Chinese economic disruption and global uncertainty caused by the coronavirus outbreak.
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Michael Halloran February 24, 2020
Market volatility has increased with the incoming economic data showing a significant disruption from the coronavirus outbreak, especially in China.
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Michael Halloran February 18, 2020
Stocks moved to fresh all-time highs last week, supported by positive earnings and signs of stabilization in the ongoing coronavirus outbreak.
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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.