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Turning The Page | Weekly Market Commentary | January 4, 2016
It was a lackluster 2015 for a stock market that faced many challenges. As we turn the page to 2016 we look forward to a potentially better year for stocks.
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The Wait is Over | Weekly Economic Commentary | December 21, 2015
The Fed has raised rates because it believes the U.S. economy is strong and likely to continue to grow. The gap between what the Fed says it will do and what the market thinks the Fed will do continues.
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Finally | Weekly Market Commentary | December 21, 2015
The Fed’s decision to hike rates is a vote of confidence in the U.S. economy. We expect the likely gradual pace of rake hikes may provide support for stock valuations, and potentially provide some support for interest rate sensitive areas.
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Portfolio Compass | December 16, 2015
We expect mid-single-digit returns for stocks in 2016,* as discussed in Outlook 2016: Embrace the Routine, led by large caps, cyclical growth, and healthcare.
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Fed Finally Raises Rates Client Letter by Burt White and John Canally | December 16, 2015
The events of today bring one word to mind: finally. Earlier today, the Federal Reserve (Fed) finally raised the target for the federal funds rate by 0.25%.
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High-Yield: Flows Over Fundamentals | Bond Market Perspectives | December 15, 2015
The origin of high-yield weakness has come from the lowest-rated tiers of the high-yield market but has infected the broader market.