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Sectors to Watch This Earnings Season
First quarter earnings season begins this week with some big banks reporting on Friday. While we think profit growth will finish around flat overall, an improving macro backdrop points to better growth ahead.
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The December Low Indicator Has Bulls Smiling
After the best first quarter for the S&P 500 Index since 1998, the big question is: What happens next? We’ve already discussed why a good start to a year could lead to more gains, but today we will take a look at another potentially positive signal.
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The Yield Curve’s “False Positive”
March’s yield curve commotion now looks like the first “false positive” of this expansion.
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Weekly Economic Commentary | April 8, 2019
A chilly winter is finally behind us, and flowers are starting to bloom. The U.S. economy kicked off the year with a disappointing first quarter as consumers and businesses weathered symptoms of a global slowdown. Thankfully, seasons change, and we’re seeing signs of thaw in leading economic data.
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Lucky Number Seven
Seven has been a lucky number for U.S. stocks. The S&P 500 Index just notched its first seven-day winning streak since October 2017. This feat has occurred just seven other times in the current bull market.
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Weekly Market Commentary | April 8, 2019
First quarter earnings season kicks off this week and the bar seems low. Consensus estimates for first-quarter earnings season are calling for a slight year-over-year decline in S&P 500 Index earnings amid the economic soft patch at the start of the year.