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Market Sight | Lines

Equities Have a Strong Start in 2024, Warranting a Further Focus on Earnings

The stock market has started this year off strong, with the index ending February at 5,096.27 and a year-to-date return of 7.11%. Earnings, and a view of future earnings, are influencing this market behavior. In this week’s Sight|Lines, we provide an update on the fourth quarter earnings season.

Outlook 2024 | Embracing Change

Entering 2024, we observe several enduring changes in the post-pandemic world that may well require a recalibration of market expectations. In this month’s Investment Strategy Brief, we look back at 2023 and review our outlook for the year on inflation, monetary policy, the economy, and markets.

AI Boom: Temporary or Enduring?

As we start 2024, Artificial Intelligence (AI) remains top of mind for investors. Our February Investment Strategy Brief delves into the transformative impact of AI and related market dynamics. We also examine continued inflation concerns, monetary policy, and investment implications.

The Federal Reserve’s January Meeting Minutes Highlight Strengths and Vulnerabilities

We review and summarize some key takeaways from the Federal Reserve January meeting minutes, which highlight some strengths and potential vulnerabilities in the current environment.

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