Week 51 Talking Points

Stimulus – Fed Speak – All-Time Highs – Falling Dollar  After months of back and forth, it looks like there will be a $900 billion coronavirus “stimulus” package signed, possibly Monday. While the language of the bill is being finalized it is expected to include direct payments of $600, and…

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Week 50 Talking Points

The Rotation Continues As we close in on the end of the year, there some notable differences in the current trends. The rally has started to include smaller and non-tech companies. Even value is positive for the year now.  . Fixed Income 11/5/20 FOMC Statement      FOMC Minutes      Credit, Liquidity and…

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