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The Morning View: July 20, 2021

Announced this morning, Housing Starts were 1,643,000 in June, an increase of 6.3% for the month, which was much higher than. Conversely, Building Permits were 1,598,000 in June, down -5.1% for the month, which was more negative than expected. Overall, the increase in...

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The Morning View: July 13, 2021

In this morning’s data, the Consumer Price Index increased 0.9% in June, higher than expected, and is 5.4% higher on annual basis.  Prices of Used Cars and Trucks were again strong, up 10.5% for the month, while Medical Care Commodities and Electricity were slightly...

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Second Quarter 2021 Investment Commentary

Market Recap Global stock markets continued to surge in the second quarter. Developed markets led the way, with the S&P 500 Index gaining 8.5%. International stocks rose 5.0%, held back by mixed news on the COVID-19 front and a tightening in China’s financial...

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The Morning View: July 8, 2021

In this morning’s data, Initial Jobless Claims were 373,000 for the week ending July 3rd, a small increase of 2,000 over the previous week’s revised level.  On the other hand, Continuing Claims were 3,339,000 for the week ending June 26th, which is a decrease from the...

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Fixed Income Commentary- July 2021

July 2021 2nd Quarter 2021 Fixed Income Review • Q2 fixed income markets experienced positive performance although Treasuries and high credit quality were still negative year-to-date • Although a strong influence during the first half of 2021, the reflation trade in...

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Investment Outlook – July 2021

The Signs Are Everywhere, But What Do They Say?   The folly of predicting economic cycles and market reactions can sometimes appear uncomfortably close to the practice of past generations, who believed in the predictive power of heavenly phenomena, weather...

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The Morning View: July 2, 2021

Announced this morning, the economy added 850,000 jobs in June, more than expected. The Leisure and Hospitality industry was strong, adding 343,000 jobs, while Construction and Motor Vehicles & Parts industries were weak. The Unemployment Rate increased three...

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Monthly Market Update- Investment Commentary – June 2021

June 2021 “Sell in May and go away.” This stock market proverb appeared to be sage advice – until May 13th. At that point global stocks were down over 2% from the beginning of the month. And previous hot market segments – such as SPACs, FAANMGs, semiconductors, clean...

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Monthly Market Update- Investment Commentary – May 2021

May 2021 Equity markets notched their best month of the year in April. Most of the major asset classes were positive, with the U.S. dollar being the lone asset that lost value. However, unlike in the first quarter, larger-cap U.S. growth stocks led the charge upward....

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