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Weekly Market Minute

Consumer and small business sentiment tend to be more tied to the services labor market than the performance of financial markets.

We have been noting that the investment markets across multiple asset classes have been suggesting a recovery in earnings and...
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The near-term outlook is positive on a relative basis, but the longer trends suggest the absolute levels will be weak.

Our macro research process involves making projections on the expected rate of change in economic growth and inflation over a...
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Equity markets were volatile last week, but the other asset classes barely moved. This suggests that the positive outlook for 2021 remains in place.

In several of our recent posts, we have been noting that the economic and market signals continue to suggest that...
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The outperformance of equal weight versus market cap weighted industries is another sign of broadening market breadth.

  In a September update, we noted that indices, like the NASDAQ and S&P 500, were reaching new highs, but...
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The decline in volatility for risk assets should allow systematic strategies to increase their allocations.

Earlier this month, we noted that based on futures and options data, investors were still hedging their positions and were...
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Financial markets remain focused on 2021 rate of change recovery.

  We have been reiterating that investors and market prices continue to focus on the pending recovery in economic and...
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Financial market performance has been strong recently, but investors may still not be fully allocated.

  The S&P 500 Index ended 2020 by increasing 13% over the final two months.  Cyclical industries like Energy and...
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Central bank balance sheet growth has not led to sustained inflation levels in-line with developed market central bank targets.

  In a prior post, we discussed some of the monetary and fiscal policy tools that have been implemented in...
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