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Analysis of evolving market themes.

Is the path paved to 5,000 on the S&P?

What's in store for equities? We consider a number of factors that could drive stocks higher.

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Bond rally reflects economic uncertainty

Global growth has cooled in 2019 as trade conflicts have taken a toll on international manufacturing, investments, and financial markets.

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Economic Update for January 13, 2020


  • The trade deficit narrowed in November, according to the Census Bureau.
  • Facto ...

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