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Mon - Fri 8:00am-4:45pm (216) 771-3450

Weekly Market Minute

As March economic data continues to be released, the data suggests that economic growth and inflation will increase in Q2 2021.

Our recent posts have been aimed at determining if the weakness in economic data from February and the decline in...
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Inflation rates, as well as assets linked to inflation, are increasing, but future indicators suggest that this will likely only be temporary.

In prior posts, we noted that inflation indicators and assets that are positively correlated to inflation have been increasing.  In...
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Value has been outperforming Growth. However, we believe the more important message in recent performance trends is cyclicals versus defensives.

We have been highlighting the weakness in momentum and large cap technology stocks.  This has led to financial media coverage...
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Treasury rates are moving higher, which has historically been positive for equity returns.

U.S. Treasury rates have been increasing for several months and have accelerated in recent weeks.  A narrative has developed that...
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Mega-cap momentum stocks are lagging high beta areas that were negatively impacted by COVID.

Last week there was another increase in equity market volatility as the VIX Index traded above 30 intra-day on February...
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