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Key Takeaways The Fed learned its lesson about transparency Quantitative easing fulfilled its goals of stability & liquidity US yields remain attractive on a relative basis The lights are on and the stadiums are packed which means football is finally …

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Weekly Content

Weekly Headings – 31/08/2021

Key Takeaways Debates on stimulus & the debt ceiling still to come Updated dot plot may shift rate hike expectations Fda approval will lead to boosters & new mandates As Labor Day, the unofficial end to summer, draws near, investors …

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Weekly Headings – 24/08/2021

Key Takeaways All sectors & industries investing in technology Share repurchases reach a new post-COVID peak Dividend growth critical given low interest rates Expanding upon the insights we received from listening to 2Q earnings conference calls was the message that …

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Weekly Headings- 16/08/2021

Key Takeaways Companies have found new ways to operate post-Covid Inflation surge as a learning opportunity for firms Record net margins despite rising wages Earlier this week we celebrated National Book Lovers Day, the perfect day to cozy up with …

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