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Melt Up in Gold
Posted by Adam Turnquist, CMT, VP Chief Technical Strategist Wednesday, November 22, 2023 Key Takeaways: Gold has regained its luster this month as the narrative surrounding monetary policy changed from tightening to potential rate cuts coming as early as next spring. Interest rates—including real yields— and the dollar all pulled back meaningfully. Ongoing geopolitical tensions in […]
November 22, 2023
Who is Going to Buy Bonds? Pension Funds
Posted by Lawrence Gillum, CFA, Chief Fixed Income Strategist Tuesday, November 28, 2023 November has been a good month for bond bulls with returns for most fixed income categories (so far) posting solid returns. However, despite the solid returns recently, fixed income volatility remains high and longer-term trailing returns are negative for many of the core […]
November 28, 2023
Consumers Getting A Mixed Bag
Posted by David Matzko Wednesday, November 29, 2023 Key Takeaways: Homebuilders Look for Opportunities One of the confounding experiences for consumers these days is within the housing market. Prospective buyers are reading the tale of two markets when it comes to residential real estate. After a volatile 2022, the pace of new home […]
November 29, 2023
December Seasonality: Is the Santa Claus Rally Still Coming to Town?
Posted by George Smith, CFA, CAIA, CIPM, Portfolio Strategist Thursday, November 30, 2023 November lived up to its reputation as a strong month for stock market seasonality with the November “Turkey Rally” delivering outsized returns for stocks. Now as we look ahead to December, investors are asking the question: Is the Santa Claus Rally still coming […]
December 1, 2023
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