The S&P 500 is up, and small caps have soared. Sentiment could be getting a little frothy as well, which may increase the odds of a pullback.
Corporate earnings are beating expectations and stocks may be in a new bull market.
Equity returns have been strongest under a split Congress. What we can expect under a Joe Biden administration.
2020 has been a year of records, both record losses and record gains. After a brutal spring, markets and the economy have mostly rebounded in the summer and fall.
Despite September weakness in the technology sector that has dragged the broader market lower, we expect leadership to continue given supportive underlying fundamental and technical conditions.
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