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November 10, 2020 | Market Commentary
Markets hate uncertainty, and there have been few years with more uncertainty than 2020. As soon as we thought we had our arms around the pandemic or the election, this year surprised us again. The pandemic will not end because we have good preliminary vaccine results, but it does give …
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All AudiencesNovember 02, 2020 | Market Commentary
Frozen by Uncertainties October was a whirlwind month with markets rising back to all-time highs during the first few weeks, only to then back track, giving up their early month gains and more. Driving the selling pressure were a growing number of uncertainties, including the potential results …
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All AudiencesOctober 02, 2020 | Market Commentary
Summer Cooldown Coronavirus cases are on the rise again in parts of the US and Europe. The US had a promising slowdown over the summer months, but a return to school and work may be exacerbating the virus’ rise. At the same time, more states are continuing to lift restrictions on gyms, theaters, …
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All AudiencesJuly 06, 2020 | Market Commentary
A Rally for the Ages The US stock market finished June higher, adding incremental gains on what was already shaping up as a historic quarter. Equities closed the month within striking distance of flat year-to-date, and they have recovered much of their losses from the mid-March low. Our …
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All AudiencesMay 04, 2020 | Market Commentary
Best Month in Decades The US stock market rallied immensely in April as investors became increasingly confident that the most adverse pandemic scenarios were unlikely to play out. The S&P 500 rose 13% during the month, the best monthly gain since 1987. From the stock market peak on February 19 …
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All AudiencesApril 01, 2020 | Market Commentary
Unprecedented Stimulus The passage of the CARES (Coronavirus Aid, Relief, and Economic Security) Act marks the largest stimulus package in US history. The extent of the damage caused by the Coronavirus pandemic is still unclear, but the CARES Act is designed to provide some direct fiscal relief. …
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All AudiencesApril 30, 2018 | Market Commentary
Simmering trade tensions have captured investors’ attention in recent weeks as President Trump takes aim at what he sees as a highly problematic trade deficit between the US and China. The White House has ratcheted up pressure on the bilateral trade relationship by announcing significant …
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All AudiencesDecember 03, 2015 | Market Commentary
Global equity markets were essentially flat in November following strong returns during October. Valuations in the broad U.S. stock market remain generally elevated, but we continue to see little evidence of excesses in the market or economy that would need to be unwound. In this environment, …
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