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7 April
Oil Squeeze
Quick Take: War in the Middle East consumed headlines in March, sending equities lower and bond yields higher (prices lower) as oil prices climbed sharply. Despite the circumstances, earnings expectations rose during the first quarter. March was a difficult month for markets, as conflict with Iran cast a shadow over the first quarter. Following […]
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19 February
New Territory
Quick Take: Stocks kicked off 2026 with positive momentum despite some volatility, while the Federal Reserve paused rate cuts amid signs of easing inflation pressures. Corporate earnings showed strength beyond the tech sector. January delivered another chapter in a bullish period for U.S. equity markets. The S&P 500 crossed the 7,000 threshold for the […]
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30 January
Holding High Ground
Quick Take:U.S. stocks ended December essentially flat, closing out 2025 near all-time highs after a year that repeatedly shook off pullbacks. After three years of double-digit growth, stock markets paused for a moment of consolidation in December.[1] The S&P 500 index marginally lost ground, ending the month 0.1% lower, while notching its seventh-best three-year run […]
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