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Mark Luschini August 24, 2020
The chant to invest in overseas equity markets has raged for some time.
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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 July 22, 2020
The relationship between the U.S. and China has been deteriorating for several years as exemplified by the trade war and fallout from the coronavirus pandemic.
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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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Mark Luschini February 25, 2020
In our outlook for 2020, we postulated a pro-growth, pro-cyclical stance was warranted, given the underlying strength of the U.S. economy and the burgeoning signs of a rebound in growth abroad that would provide a favorable setting for risk assets.
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Mark Luschini February 3, 2020
The Wall Street adage, "stocks take the escalator up and an elevator down," pertains to the market tendency to rally along a shallower glide path than it does when some unwelcome news hits the tape and it typically turns into a swift selloff.
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Michael Halloran December 16, 2019
The U.S. and China announced they have reached a phase-one trade deal.
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Michael Halloran December 13, 2019
After a decisive electoral victory, UK Prime Minister Boris Johnson reiterated his pledge to take Britain out of the European Union (EU) by the current January 31 deadline.
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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 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 15, 2019
Stocks reacted mildly positive to the results from the latest (13th round) U.S.-China 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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Mark Luschini October 4, 2019
Investors may be wondering if they should be reaching for the little red box with the inscription “In Case of Emergency Break Glass.” In other words, de-risk and put the fire out. We think not.
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Michael Halloran September 23, 2019
After voting to leave the European Union (EU) back in June 2016, the United Kingdom (UK) is still trying to figure out how to accomplish this—after several extensions to the original two-year window.
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Michael Halloran September 23, 2019
Stocks are reacting positively after President Trump sought to ease trade tensions with China and struck a more conciliatory note on the final day of the Group of Seven summit (G7), where world leaders have pressured him to de-escalate the trade war.
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Michael Halloran September 16, 2019
While it is too early to get a firm assessment on the impact of rising oil prices and Middle East tensions, we remain encouraged by the incoming economic data and the potential for reduced trade tensions.
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Michael Halloran September 9, 2019
Stocks were higher again last week on news that the U.S. and China will hold high-level trade discussions in October.