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Getting past the midterm election removes uncertainty and enables investors to focus on fundamentals, which we believe can be positive […]

Overall, October’s economic reports reflected solid U.S. economic growth and manageable inflationary pressures. Source: WEEKLY COMMENTARY

When it comes to elections, the markets seem to seek clarity above all else; yet there are some policy implications

We believe wage growth (and labor costs) will remain manageable amid the Fed’s gradual approach and changing labor market dynamics.

Within the four-year presidential cycle, this quarter and the following two quarters next year are historically the best for stocks.