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Outlook 2022: Executive Summary
During the early recovery we’ve had a hand up that saw us through a period of unique challenges. In 2022, the economy may be ready for a handoff, back to a greater emphasis on the choices of households and businesses. Passing the Baton Our resurgent economy grew at over a 6% pace in the first…
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Demand Remains Strong Despite Persistent Supply Chain Problems
Based on recent readings of manufacturing and service sector activity, business demand remains strong, further damaging the “stagflation” narrative. At the same time, barriers to meeting demand continue to limit businesses’ ability to respond, including ongoing global supply chain disruptions, difficulties hiring, and high prices.
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Midyear Outlook 2021 | Picking Up Speed
In the first half of 2021, the U.S. economy powered forward faster than nearly anyone had expected.
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Midyear Outlook 2021 | Daily Market Update
Midyear Outlook 2021 launches today. While the speed can be exhilarating as economic growth accelerates, it can also be dangerous.
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Do You Believe In The Santa Claus Rally?
“If Santa should fail to call, bears may come to Broad and Wall.” —Yale Hirsh December is widely known as one of the best months of the year for stocks, but most don’t realize that the majority of the gains happen in the second half of the month.
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October Market Insights
Index Performance US and International Equities The major market indices, as denoted by the S&P 500 and Nasdaq, gave background again in October with almost all sectors finishing in the red. For the second consecutive month, the utility sector was the only one in the green. The sectors down the most for the month were…