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Market Update September 2020 – Confident Markets Without the Consumer’s Confidence?

Market Update September 2020 – Confident Markets Without the Consumer’s Confidence?

Market Update September 2020 – Confident Markets Without the Consumer’s Confidence? CAPITAL MARKETS It was bound to happen.  Since the March low, the equity market’s rebound had provided gains each month through August.  But September saw a pause as investors took a break to assess where the global economy stood following five-plus months of higher prices.  And there has been plenty to consider.…

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Monthly Brief August 2020

Monthly Brief August 2020

August 2020 closed out with another month of gains for US equity indexes, marking five consecutive positive months for the S&P 500 Index following the February/March sell-off. 2020 has provided several eye-catching statistics, but underneath the headlines, not all stocks have participated in the rebound in the same manner.

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Monthly Brief July 2020 – Never Say “This Time It’s Different”

Monthly Brief July 2020 – Never Say “This Time It’s Different” CAPITAL MARKETS Health concerns aside, the global equity markets continued to move higher during July.  In the U.S. the S&P 500 Index returned 5.6% in July but could not keep up with the Tech-heavy NASDAQ Composite Index’s July return of 6.9%.  Headline numbers aside, the real story was about the makeup…

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Monthly Brief June 2020 – Market Tracking 2009?

Monthly Brief June 2020 – Market Tracking 2009? CAPITAL MARKETS Following the sharp, two-month rebound from the depths of the March decline, June saw U.S. equity markets peak early before pausing through month-end.  To date, the US markets have led the rebound but June saw improved participation from global markets with, in particular, the MSCI Emerging Markets Index gaining over 7%…

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Monthly Brief March 2020 – Determining Future Expectations

Monthly Brief March 2020 – Determining Future Expectations CAPITAL MARKETS Could we be experiencing the unthinkable “this time it’s different” scenario?  Certainly, many current market and economic features are similar to conditions seen in the past, but the catalyst of this very complicated current global environment is unique.  Rather than disruption in global business causing stress in the financial system, or, financial…

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Monthly Brief January 2020 – Can the Consumer Keep Up

Monthly Brief January 2020 – Can the Consumer Keep Up CAPITAL MARKETS Through mid-January the new year had looked to be a continuation of 2019’s bull market as the much discussed economic “soft patch” appeared to have finally run its course.  Investors’ focus on signs of improving global economic conditions, combined with continued support from global central banks, helped move equity…

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