The Outlook For The U.S. Economy Is Bullish

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Brad Simpson On Rising Iran-Israel Tensions And The Implications For Markets

Reflation Trade Is The New Bullish Narrative

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Weekly Market Pulse: A New Paradigm?

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Cryptocurrency ETFs: Opportunities And Risks As The Price Of Bitcoin Climbs

Weekly Market Pulse: Don't Just Do Something, Sit There

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What Are Markets Pricing In?

Major stock market indices in the S&P 500 and Nasdaq are pricing in a significant rebound in growth throughout 2024. The areas of the market which are most forward-looking are looking increasingly priced to perfection. The more pro-cyclical and growth-sensitive sectors are yet to price in any material rebound.

Commodities Poised For Comeback In Investor Portfolios: 'This Time Is Different,' Strategist Says

Bank of America believes that commodities are poised to reclaim their rightful place in investors' portfolios. The asset class has generated positive roll returns for the past 24 months, a phenomenon not seen in 15 years. Low inventories, ample spare capacity, sticky inflation, and moves towards clean energy are factors in commodities' resurgence.

A Major Change In The Markets

Investors are now focused on growth more than inflation, says Neuberger Berman. Equities rallied even as bonds struggled, reversing the strong positive correlation between the two asset classes. Japan appears to have reached a sweet spot in its own developed developed world. Investors are now normalizing inflation and refocusing on growth.

Weekly Report: what happened at CMDY last week (0318-0322)?

Weekly Market Pulse: An Economic Overview

Home Market Outlook Economy Analysis Weekly Market Pulse: An Economic Overview. Joseph Calhoun: The evolution of the US economy has been driven by a return to "normal" The distortions of the response to COVID have had a profound impact on the economy. Real incomes have been rising robustly over the last year.

Weekly Report: what happened at CMDY last week (0311-0315)?

What If China Pulls Off A Rebound?

The U.S. Economic Bust Continues, But A Recession Has Been Delayed

Weekly Report: what happened at CMDY last week (0304-0308)?

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