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Weekly Market Commentary | January 7, 2019
A significant drop in stock market valuations may portend above-average stock market performance, based on history. Stocks also look attractively valued relative to bonds based on a comparision of earnings yields.[…]
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Our 2019 Outlook for Fixed Income
The environment for fixed income investors has been challenging over the last several years, and the struggle has intensified recently.[…]
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What Does 300,000 Jobs Tell Us?
The December jobs report showed confirm payrolls grew by 312,000 last month, well above the median consensus estimate for a 184,000 increase. This was a record 99th consecutive month with positive jobs growth.[…]
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Wage Growth and Recession Fears
Friday’s jobs report for December offered little for investors to complain about with far more jobs created than expected. Nonfarm payrolls grew 312K last month, significantly above the median consensus estimate for a 184K increase. The unemployment rate did tick up, but it is still close to a cycle low.
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Weekly Economic Commentary | December 31, 2018
Market Fears and Economic Realities KEY TAKEAWAYS Increased uncertainty around policy risks has contributed to sharp market declines. […]
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Weekly Market Commentary | December 31, 2018
That Sure Felt Like a Bear KEY TAKEAWAYS The S&P 500 Index came about as close as possible to the technical definition of a bear market without officially registering as one. […]