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What Does The High-Yield Sell-Off Mean For Stocks? | Weekly Market Commentary | December 14, 2015
Widening high-yield bond spreads preceded the start of the stock market downturns in 2000 and 2008, causing many to ask if the latest bout of high-yield weakness portends another downturn.
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No Pain, No Gain: 2016 May Require Tolerance For Volatility | Weekly Market Commentary | December 7, 2015
Although we expect average returns for stocks in 2016, the path to reach them will be anything but routine.
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Response to Buyback Concerns | Weekly Market Commentary | November 23, 2015
Companies continue to buy back their own shares at a near record pace. We do not see buybacks as an indication that corporate management teams are less optimistic about the future.
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Tragedy in Paris | Weekly Market Commentary | November 16, 2015
Our thoughts are with the victims of the November 13 terrorist attacks in Paris. Here we look back at history to assess potential market impacts of Friday’s tragedy.
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Global Earnings Update: Europe and Japan Coming Up Short | Weekly Market Commentary | November 09, 2015
European earnings have disappointed relative to expectations and may suggest tempering near-term expectations for European stocks.
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A Look Ahead | Weekly Market Commentary | November 02, 2015
You have to really hunt to find red in October. October 2015 was a great month for stocks, as the S&P 500 Index rose 8.3% to help take the index from a year-to-date loss of over 9% on August 25, 2015, to a 1% gain as of Friday, October 30, 2015.