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Healthy Economic Readings Should Support a Positive Earnings Season
Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.
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A Healthy Labor Market but Stubbornly High Inflation
The strong March labor market report is a positive sign for income and consumer spending and suggests that the economy remains on solid footing.
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Behavioral Finance and Investment Principles III
Part 3: Overconfidence, Anchoring Effect, and Herding.
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April Investment Perspectives
In this issue we discuss opportunities in the Eurozone, understanding the sensitivity to volatility, and the record-breaking stock market performance.
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An Encouraging Manufacturing Signal but Sticky Inflation
We pay close attention to monthly business surveys because they provide important and timely insight into the private sector economy.
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Finding Some Zen in a Garden of Volatility
After substantial increases in interest rates in early 2024, we view the fixed-income markets as fairly valued relative to the economic and Fed outlook. These valuations mark the first opportunity to add duration since the cautious position we advocated in our Outlook 2024.
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Investment Themes for the Next Decade
This piece reviews the major secular investment trends that will influence the economy and markets in the coming years.
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Stock Market Dynamics Remain Healthy
Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.
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Behavioral Finance and Investment Principles II
Part 2: Familiarity Bias, Framing Bias, and Mental Accounting.
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Business Surveys and Housing Data Consistent with Healthy Economy
The stock market continues to make new highs, and we see important reasons to remain bullish on U.S. and global stocks.