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Latest Research

World Wrap

by | May 18, 2025 | Research, World Wrap | 0 Comments

- Global equities posted strong gains for the week, led by U.S. stocks. U.S. Treasury prices fell, with yields climbing.
- A broad-based rally took hold across styles, sectors, and factors, echoing a familiar pattern—large caps and Tech out front.
- Emerging markets outperformed internationally, boosted by strong results from India and Taiwan.
- U.S. Treasuries showed signs of strain amid concerns over a deficit-expanding budget, with the 30-year yield nearing 5%.

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Market Outlook – Tariff Concerns Are Shrinking – So Is the Margin of Safety

by | May 13, 2025 | Market Outlook, Research | 0 Comments

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