Updates

A market bottom is forming, and it will lead to new record highs, Wall Street bull Jeff Saut says

Raymond James’ Jeffrey Saut suggests bailing on stocks will be a costly mistake.

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US industrial production increased for a 4th-straight month, but momentum slowed sharply in the third quarter

U.S. industrial production increased for a fourth straight month in September.

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Goldman says sell-off is just about over so get back into growth stocks

While investors wait for the sequel to last week’s market sell-off, Goldman Sachs strategists think the worst of it already may have passed.

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A Looming Bear Market in Stocks? Don’t Bet on It

Protracted downturns largely occur when the economy lapses into recession, yet most economists don’t see that happening until 2020, if then.

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JP Morgan’s widely followed market analyst says it’s time to buy the dip

J.P. Morgan is telling its clients to make the most of the market’s massive sell-off this week.

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Machines take the blame as U.S. stock market sells off

Investors searching for perpetrators and victims in this week’s U.S. stock market selloff pointed to a familiar source: number-crunching fund managers and machines.

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Consumer sentiment falls shy of expectations, but confidence in economic policy is at a 15-year high

Consumer sentiment in October fell just short of expectations on Friday.

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Thoughts on the Market

Capital Markets Update Current market conditions are repricing asset classes around an upward shifting inflation expectation and  steepening yield curve.  At the same time, there is fear around Federal Reserve Policy resulting in over tightening. Our research supports the view that the US is still mid cycle with strong momentum going into 2019.  The labor […]

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The U.S. economy is set to look good ‘for quite some time,’ Chicago Fed president says

Charles Evans sees America’s economic outlook remaining positive for the foreseeable future — but only if interest rates are hiked to above neutral, or just above 3 percent.

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Rising rates rattle Wall Street, but charts point to a stock bounce, technician says

Rates are on the rise and giving a scare to stock markets, but history suggests rising rates could soon give the stock market a lift, says Oppenheimer’s Ari Wald.

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