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Is There Any Income Left in Fixed Income?
Posted by Lawrence Gillum, CFA, Chief Fixed Income Strategist Tuesday, December 5, 2023 After seemingly only heading in one direction (higher) as of late, U.S. Treasury yields tumbled in November on the back of softer economic data along with signs that the Federal Reserve (Fed) is likely done raising interest rates. Since touching 5% in October, […]
December 5, 2023
Presidential Cycle Still Supportive of Stocks
Posted by Jeffrey Buchbinder, CFA, Chief Equity Strategist Wednesday, December 6, 2023 The 2024 presidential election takes center stage next year, and of course we will all be monitoring the polls closely for any signs of a leadership change in Washington, D.C. It’s too early at this point to speculate on a potential winner, though polling […]
December 6, 2023
Overbought Conditions Meet Overhead Resistance
Posted by Adam Turnquist, CMT, VP Chief Technical Strategist Thursday, December 7, 2023 Key Takeaways: Last month’s 8.9% rally on the S&P 500 repaired a lot of technical damage across the broader market and left the index just below key overhead resistance at 4,600—a level tracing back to the early 2022 highs and a spot where […]
December 7, 2023
Be Careful What (Fed Rate Cuts) You Wish For
Posted by Jeffrey Buchbinder, CFA, Chief Equity Strategist Friday, December 8, 2023 Additional content provided by Colby Hesson, Analyst Market-watchers have been intensely focused on the Federal Reserve (Fed) this year. Recently, they’ve mostly opined on when the first rate cut might be coming and, generally, making the assumption that a rate cut would be good […]
December 8, 2023
Preparing for the Fed Pivot
Posted by Jeffrey J. Roach, PhD, Chief Economist Wednesday, December 13, 2023 Key Takeaways: Favorable Inflation Trajectory The November annual rate of inflation dipped to 3.1% from 3.2% last month as energy prices continued to plummet. Despite the month-over-month rise in November prices, the Fed is still expected to hold rates unchanged at the final meeting […]
December 13, 2023
November Fund Flows Recap—Shift Toward Passive Continues
Posted by George Smith, CFA, CAIA, CIPM, Portfolio Strategist Thursday, December 14, 2023 Additional content provided by Kent Cullinane, Analyst With November behind us, we decided to conduct a deeper dive into fund flows, also known as asset flows or simply “flows,” over the month. Flows measure the net movement of cash into and out of […]
December 14, 2023
Dow Rallies to Record-Highs
Posted by Adam Turnquist, CMT, VP Chief Technical Strategist Friday, December 15, 2023 Key Takeaways: It only took 489 trading days, but the INDU climbed back into record-high territory this week. Broadening participation in the equity market recovery has lifted the index 15% above its recent October low and above the prior January 4, 2022 record […]
December 15, 2023
Is This Time Truly Different?
Dr. Jeffrey Roach | Chief Economist Market pundits often shy away from the admission that “this time is different.” But why should we be afraid of that? Markets and the economy are still adjusting to an era of higher rates, a remote labor force, and a global economy filled with political uncertainty. There are a few […]
December 20, 2023
Will Santa Claus or the Grinch Show Up This Year?
Adam Turnquist | Chief Technical Strategist Key Takeaways Today marks the first day of the Santa Claus Rally period. Yale Hirsch first discovered this unique seasonal pattern in 1972. Hirsch, creator of the Stock Trader’s Almanac, officially defined the period as the last five trading days of the year plus the first two trading days of the […]
December 22, 2023
Investors Approaching Extreme Bullishness
George Smith | Portfolio Strategist Last week, the American Association of Individual Investors (AAII) released their weekly sentiment survey data, which showed that individual investors have experienced a large amount of holiday cheer due to the stock market rally in December. The percentage of individual investors who are bullish about short-term market expectations rose to around […]
December 27, 2023