Weber Dickens
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Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a resounding victory for former President Donald Trump, eliminating any concern over protracted fighting over election results. In addition, Republicans gained…
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That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as Fed Chair Jerome Powell indicated that they were in no hurry to cut rates further and…
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Tim Side, CFA – Investment Strategist Déjà vu? One week out from the election results and there is an oddly familiar feeling as markets are reacting in a very similar fashion to 2016. Republicans are…
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Monthly Observations Final Quarter Starts on a Weak Footing Third quarter upward momentum in risk markets carried through for most of October with US large cap equity markets grinding out further record highs to start…
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We sit here on Wednesday, November 6th, with one of the most expensive and dramatic Presidential campaigns behind us. Before we run through the data, results, reaction and implications for the markets, let’s savor a…
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Monthly Observations Returns Buck the Trend for September Long-term seasonality suggests weaker returns in September and early signs indicated last month would be no different; a sharp drop in risk assets started the month following…
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“Go Big or Go Home” The Fed decided to go big this month by cutting rates by 50 basis points – fulfilling the expectations of the betting market but defying those of most pundits who…