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We have strong conviction that the U.S. and global economic expansion will continue at an above trend pace this year, and that growth will persist into 2022.
These are the seven major themes shaping positioning across our fixed income portfolios in the second half of the year.
In anticipation of the upcoming May employment report, we take a look back at last month’s jobs number...
Highlights from the week of July 16 – July 22, 2021.
Highlights from the week of July 9 - July 15, 2021.
The major U.S. indexes lost ground in a choppy week. Uncertainty prevailed as investors mulled mixed economic data — higher inflation and lower consumer sentiment, but also higher retail sales and upbeat earnings reporting.
Highlights from the week of July 2 – July 8, 2021.
U.S. stocks posted modest weekly gains; market volatility increased as investors moderated their outlooks for near-term economic growth, spurring a rally in technology and growth company shares and pressuring U.S. Treasury yields downward.
We have strong conviction that the U.S. and global economic expansion will continue at an above trend pace this year, and that growth will persist into 2022.
The major U.S. stock indexes posted gains for the week as better than expected June job growth buoyed market sentiment.
Highlights from the week of June 18 – June 24, 2021.
Stock markets advanced and the major U.S. indexes posted hefty weekly gains. Value styles got a boost after President Biden and a bipartisan group of U.S. Senators agreed on an infrastructure deal.
These are the seven major themes shaping positioning across our fixed income portfolios in the second half of the year.