Insights Weekly Research Briefing


Insights
Weekly Research Briefing: More to Look Through

Continued economic strength combined with last week's 'hot' CPI figures have sent Treasury yields 30-40 basis points higher over the last two weeks. Equity markets are fine with small doses of rising yields tied to economic upside, but more than that and stock prices begin to get a fear of heights.

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Insights
Weekly Research Briefing: The Acceleration Hits

While many await a slowdown, the U.S. economy laughs and shifts into a higher gear. Last week's surge came as a result of Friday's monthly jobs data which showed accelerating job production and tepid wage growth.

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Insights
Weekly Research Briefing: Spring Has Sprung

Joining the crocus in reaching for the sky last week were the equity markets which moved to new highs for the quarter end. Back-to-back double-digit percentage gains for the S&P 500 is not a frequent event and last happened in March of 2012.

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Insights
Weekly Research Briefing: Free Chicks

We are so back that you can hear Mark Knopfler and Sting singing in the background... "Get your money for nothing. And your chicks for free."

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Insights
Weekly Research Briefing: Between Phases

The financial markets are also enjoying a multi-phase period of time where investors' appetite for assets is large, and companies are increasingly open to fixing balance sheets and transacting operational assets.

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Insights
Weekly Research Briefing: Zooming Out of Frame

The markets are off and running now. Big and small. U.S. and International. Low risk, but now shifting toward higher risk. 20-day new highs are breaking out across the market.

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Insights
Weekly Research Briefing: Nothing But Net

If you need any further proof that the stock market is now focused on earnings, NVIDIA just gave it to you. Not only were the company's results incredible, but the full earnings digestion gave investors a further look into just how big the AI data market could become.

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Insights
Weekly Research Briefing: Finding Liquidity

Today's financial markets are also operating in a world that is less and less frozen every day. As you look at the news across the tape, in any newspaper or on any financial news network, you will see a system getting more liquid every day.

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Insights
Weekly Research Briefing: Hungry Fish

The S&P 500 moves through 5,000, the NASDAQ hits 16,000, and the Dow Jones Industrials is eyeing 40,000. Those are some landmark levels advertising that investors are hungry and want to be fed. What were the catalysts last week?

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Insights
Weekly Research Briefing: Best of Both Worlds

Last week was a big one for data (economic and earnings) as well as an update from the Fed. The full week of strong earnings and economic reports would have given the market enough to scratch its head about a March Fed rate cut.

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Insights
Weekly Research Briefing: Readying the Shears

Welcome to Fed week. This week's FOMC meeting is a big one. There won't be a rate cut. Instead, this will be the meeting where the Fed decides if it will stick with its previous measures of inflation and financial condition monitoring. If nothing changes, then Jerome Powell will likely show us how sharp the Fed's scissors are to cut the Fed Funds rate at the March meeting.

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Insights
Weekly Research Briefing: Towering New Heights

All-time new highs in the S&P 500 on Friday as the market finally broke through its previous peak from two years ago. There were many contributors to the market's good mood, but Taiwan Semiconductor's earning results and forward outlook was a big catalyst.

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Insights
Weekly Research Briefing: Frozen In and Out

While many of our lives were flipped upside down due to the storms or football loyalties, the markets continued on in their boring trending pattern.

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