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Federated Hermes: Grinding It Out

October 20, 2021

The past three months in many ways were a replay of the first six. Overweights to lower-quality, shorter-duration credits (notably high yield and BBB corporates) and a rising-rate positioning bias made for another quarter of competitive performance relative to benchmarks. Our defensive duration posture has allowed the bulk of our fixed-income strategies to achieve positive […]

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John Hancock: Weekly Market Recap Week Ended October 15th

October 19, 2021

Earnings surprises As of Friday, 80% of the S&P 500 companies that had reported third-quarter results exceeded analysts’ earnings estimates, according to FactSet. That so-called beat rate ranks above the 76% five-year average. Results were in from 8% of S&P 500 companies as of Friday, with many of the early reports coming in from major […]

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LPL: The Job Market Continues To Frustrate In September

October 18, 2021

Economic Blog Friday, October 8, 2021 The September payroll report likely created more questions than it answered. The U.S. Bureau of Labor Statistics released its September employment report this morning, revealing that the domestic economy added a disappointing 194,000 jobs during the month, falling well short of Bloomberg-surveyed economists’ median forecast for a gain of […]

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Alliance Bernstein: Equity Outlook

October 13, 2021

  Global equities rose through most of the third quarter but gave up most of their gains in a volatile September. As the forces driving stock returns rapidly change in our COVID-scarred world, we believe active managers can help investors effectively navigate the recovery’s uncertainties ahead. The MSCI World Index was up by 0.6% in […]

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John Hancock: Weekly Market Recap Week Ended October 8th

October 12, 2021

  Another jobs disappointment The pace of U.S. jobs growth slowed for the second month in a row and again fell short of most economists’ expectations. The economy generated 194,000 new jobs last month, trailing gains of 366,000 in August and 1.1 million in July. The unemployment rate fell to 4.8% from 5.2%, in part […]

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LPL: Four Charts That Signal The Reopening Trade May Be Back

October 7, 2021

Economic Blog Wednesday, September 29, 2021 Stocks have come a long way since the S&P 500 bear market low way back on March 23, 2020, but despite the general strength of the bull market we’ve seen two very different types of trades leading markets at different times. They include a “work-from-home” trade characterized by strength […]

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BlackRock: Q4 2021 Equity Market Outlook

October 6, 2021

Fundamentals over incidentals. What’s next for U.S. stocks after an impressive showing year-to-date? We encourage equity investors to focus on long-term fundamentals, not daily headlines, as their barometer. As year-end approaches, we see: Market overview and outlook The summer saw some reversal of the “reflation trade,” a strong uptrend by economically sensitive stocks that kicked […]

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John Hancock: Weekly Market Recap Week Ended October 1st

October 5, 2021

  September setback The S&P 500 saw its string of seven consecutive monthly gains snapped, as the index fell 4.8% in September—its biggest monthly decline since March 2020. Despite the pullback, the S&P 500 finished the third quarter with a small overall gain of 0.2% after rising 2.3% in July and 2.9% in August.     […]

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LPL: Leading Indicators Show Optimism for Domestic Economy

September 30, 2021

On Thursday, September 23, the Conference Board released its August 2021 report detailing the latest reading for the Leading Economic Index (LEI), a composite of ten data series that tend to lead changes in economic activity. Many economic data points are backward-looking, but we pay special attention to the LEI, as it has a forward-looking […]

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Schwab: Understanding the Federal Reserve’s Dot Plot

September 29, 2021

Understanding the Federal Reserve’s Quarterly “Dot Plot” The “dot plot” shows projections for the federal funds rate … a key short-term interest rate that can affect savings yields and consumer loan rates. Each dot represents the view of a Fed policy maker for the rate’s target range at the end of each year shown. Markets […]

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