Here We Go Again
In last week’s Compass we laid the case that markets were at a key inflection point heading into the first Fed rate cut in over a decade. Despite...
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Insurance Rate Cut Will Not Reduce Political Pressure on the Fed Nor Weaken the Dollar
Hitherto, the Fed's dovish policy tilt has not produced significant dollar weakness, an outcome beneficial for foreign investors in US equities....
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Global Equity Strategy: Overhead Resistance Looms
The broad global indexes (MSCI ACWI, ACWI ex-US, and EAFE) remain near logical resistance as investors await monetary policy decisions from the ECB...
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Global Equity Strategy: Not Too Bullish, Not Too Bearish
Despite several indexes recently touching new 52+ week highs, broad global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM) remain near logical...
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All-Time Closing Highs Fails To Impress
The S&P 500 made a new all-time closing high following the largely as-expected U.S.-China trade cease-fire agreement, but it did so...
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