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Is Goldilocks Finding Her Bed?
by Jeremy Bryan, CFA® As we exit the third quarter, many global assets are positive in performance with some exceeding record levels on a recurring basis. The S&P 500 has hit several all-time highs this year alone, international stocks have returns in the teens for 2024, bonds are up year to date after a positive […]
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Strength from the Largest Companies
by Jeremy Bryan, CFA Stocks rallied in May and ended the month near all-time highs for the S&P 500. The index has been buoyed by technology, communications, and consumer companies that are large and have a significant influence on overall performance. On the economic front, recent data has largely been within the range of expectations […]
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A Bump in the Road or Something More?
by Jeremy Bryan, CFA Markets faced their first real correction in 2024 as stocks declined for the month. One of the reasons for the correction was renewed inflation fears as recent data points were worse than expected. There is no doubt that prices are rising, and US consumers are bearing a greater burden at the […]
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