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“Upgraded small caps to neutral/positive from neutral; downgraded large growth to neutral from neutral/positive; downgraded . . .

“Investment-grade (IG) corporate bonds are performing well year to date, beating most fixed-income asset classes.” . . .

“Surging bond yields have not spooked stock market investors.” Source: WEEKLY COMMENTARY

. . .

“For the first time in a long time the market and the Federal Reserve (Fed) . . .

“Economic reports received in November, which mostly reflect economic activity in October and early November, . . .

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