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Market Perspective- February 2024

Four Years In Context • Service activity and job growth are signaling a further expansion of GDP growth in Q1 2024 with the GDPNow model indicating an annualized 3.2% growth rate. • Since the beginning of November 2023 through February 23, 2024 the S&P 500 has...

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The Morning View: February 29, 2024

In this morning’s data, the PCE Deflator increased by 0.3% in January, as expected and was up 2.4% on an annual basis.  The Core PCE Deflator, which excludes food and energy prices and is closely monitored by the Federal Reserve, increased 0.4% in January, also as...

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The Morning View: February 13, 2024

Announced this morning, the headline Consumer Price Index (CPI) increased 0.3% in January, slightly higher than expected and grew 3.1% on an annual basis. Monthly prices for Energy Services, including Electricity, up 1.2%, and Utility (piped) Gas Service, up 2.0%,...

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The Morning View: February 8, 2024

Announced this morning, Initial Jobless Claims were 218,000 for the week ending February 3rd, slightly less than expected and 9,000 less than the revised figure from the previous week. In addition, Continuing Claims were 1,871,000 for the week ending January 27th,...

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The Morning View: February 2, 2024

In this morning’s data, the economy added 353,000 jobs in January, much higher than expected and includes a strong revision higher to the previous month.  The Health Care and Social Assistance industry was again relatively strong while the Mining and Logging industry...

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Market Perspective- January 2024

Past, Present & Future • The S&P 500 and Dow Jones Industrial Average both closed at their respective new highs on January 19. • Inflation continues to soften a bit, with headline CPI dropping to an annualized 3.4%, core CPI to 3.9% and PPI to 1%. • Investor...

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The Morning View: January 17, 2024

Announced this morning, Retail Sales for December increased 0.6%, higher than expected and double the increase in the previous month.  Monthly sales for Nonstore retailers, up 1.5%, and Clothing & clothing accessories stores, also up 1.5%, were strong while...

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The Morning View: January 11, 2024

In this morning’s data, the headline Consumer Price Index (CPI) increased 0.3% in December, higher than expected and grew 3.4% on an annual basis, which is three tenths higher than last month’s annual figure. Monthly prices for Electricity, up 1.3%, and Shelter, up...

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Fixed Income Update – January 2024

4th Quarter 2023 and Annual Fixed Income Review • With “tactical” changes in the Treasury Department’s quarterly refunding operations, and a “pivot” from the Federal Open Market Committee (FOMC) at their December meeting, although volatile, fixed income sectors...

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Market Update -February 2024

The Month At-A-Glance The calendar year changed, but momentum for U.S. large-cap growth stocks continued into January. Developed international markets posted a modest gain despite a strengthening U.S. dollar. Emerging-market equities fell during January as concerns...

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