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Key Events: Good news is bad news

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Bonds deliver an early Christmas present to the stock market

November highlighted the changing dynamics between the stock and bond markets, with...

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Key Events: Cease Fire

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Key Events: Real Progress

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Key Events: $1 Trillion of interest

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October Doldrums

The three-month period from June through August saw the S&P 500 return 8.3%, a big departure from the expected ‘summer doldrums.’...

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Key Events: Profit margins on the decline

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Key Events: Proceeding Carefully

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Key Events: Goldilocks (?)

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