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The market rally continues, with stocks off to their best year’s start since 1991. Source: . . .

Earnings growth for the fourth quarter is tracking to a solid 17%, above prior estimates . . .

Consumer confidence has dropped sharply, primarily from what we see as temporary factors. Source: WEEKLY . . .

January’s reports painted a picture of a solid economy struggling with global uncertainty. Source: WEEKLY . . .

The February client letter discusses positive developments in the economy and markets in January. Source: . . .

Stocks posted their best January in more than 30 years after a historically bad December. . . .

The Federal Reserve (Fed) just delivered a widely expected but important monetary policy decision. Source: . . .

The Fed’s signals on future policy in this week’s meeting will be especially telling. Source: . . .

We expect the Fed to pause interest rate hikes this week. Source: WEEKLY COMMENTARY

Following last week’s rejection of Theresa May’s Brexit plan, we discuss what’s next for the . . .