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Market Outlooks
Tech stocks’ short-term struggles may lead to long-term buying opportunities
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Technology stocks have been under pressure this year — thus far, the tech sector has been the second-worst-performing sector in the S&P 500 Index in 2021.1 However, while I don’t expect tech stocks to lead the market in performance very soon, I think there are some compelling reasons for investors with a long time horizon to treat any significant tech sell-offs as buying opportunities.
Market Outlooks
Weekly Market Compass: Four truths about inflation and the Fed
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Last week, investors shuddered as data showed a big rise in prices in the US and a greater-than-expected rise in prices in the eurozone. Stocks sold off, US Treasury yields climbed higher, and market pundits obsessed over inflation. I feel it’s important at this juncture to remind investors of a few truths surrounding inflation and the Federal Reserve.
Macroeconomic & Geopolitical
Redistricting and Retirements Will Send Shockwaves Through Washington
A few weeks ago, we discussed how several upcoming special elections will soon impact the margin of power Democrats currently hold in the U.S. House of Representatives.
Policy and Regulatory Commentary
The Third Rail of Politics: Tax Increases
This past February marked the 108th anniversary of our modern income tax system. (We’ll forgive you if, like us, you missed the milestone.)
Market Outlooks
Weekly Market Compass: Sometimes good economic news isn’t good for stocks. Here’s why we’re seeing such a moment right now.
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Well, last week was a real “meh” moment for markets as US stocks shrugged off the news of strong earnings. Certain high-profile companies reported strong results, and 86% of S&P 500 Index companies have beaten market expectations so far, with 60% of the index’s companies reporting.
Market Outlooks
President Biden’s First 100 Days: By The Numbers
President Joe Biden marks his 100th day in office tomorrow. What has happened so far?
Market Outlooks
Weekly Market Compass: The Bank of Canada took a hawkish turn, the Biden administration floated a tax hike proposal, and earnings season could break a record for positive surprises. Here’s a round-up of key events from the past week, and what we’re watchi
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The Bank of Canada (BOC) is starting to take away the punch bowl even though the party is still relatively young. Last week, the central bank noted that the Canadian economy has already made a significant recovery — and that there has been an accompanying rise in inflation.
Policy and Regulatory Commentary
The Narrow Margin in the House
With the U.S. Senate split 50-50 between Democrats and Republicans, most political analysts’ eyes have been cast toward that side of Capitol Hill when debating what legislation can – or can’t – make it through Congress.