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Sector Detector: Valuation divergence suggests rotation to small-mid caps,...
by Scott Martindale President & CEO, Sabrient Systems LLC Stocks continued their impressive 2023 rally through July, buoyed by rapidly falling inflation, steady GDP and earnings growth,...
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Sector Detector: Stocks face a crossroads in balancing valuations, earnings,...
by Scott Martindale President & CEO, Sabrient Systems LLC Stocksand bonds both sold off in August before finishing the month with a flourish, as signs that the jobs market is weakening suggest...
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Sector Detector: All eyes on the Fed as inflation metrics give mixed signals
by Scott Martindale President & CEO, Sabrient Systems LLC Given the latest inflation reports last week and this week’s FOMC meeting, I thought I would offer up some perspective today in a short...
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Sector Detector: Falling core inflation, solid earnings, and favorable...
by Scott Martindale President & CEO, Sabrient Systems LLCFederal shutdown averted, at least for another 6 weeks, which may give investors some optimism that cooler heads will prevail in the...
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Sector Detector: Could a Fed policy pivot come sooner than expected?
by Scott Martindale President & CEO, Sabrient Systems LLC As expected, last week the FOMC left the fed funds rate as is at 5.25-5.50%. Fed funds futures suggest the odds of a hike at the...
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Sector Detector: Ducks are lining up for FOMC restraint and continued market...
by Scott Martindale President & CEO, Sabrient Systems LLC The New York Fed’s Global Supply Chain Pressure Index (GSCPI) for November was released today, and although it rose more than expected...
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Sector Detector: Expect heightened volatility but solid gains for stocks in a...
by Scott Martindale President & CEO, Sabrient Systems LLC To be sure, 2023 was another eventful year (they just keep coming at us, don’t they?), ranging from escalating hot wars to a regional...
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Sector Detector: Key inflation metrics should signal ‘mission accomplished’...
by Scott Martindale President & CEO, Sabrient Systems LLC As an update to some of the topics I discussed in my lengthy early-January post, I wanted to share an update in advance of the FOMC...
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Sector Detector: The stock market rally seems overdone
by Scott Martindale President & CEO, Sabrient Systems LLC The US stock market has gone essentially straight up since late October. While the small-cap Russell 2000 (IWM) surged into year-end...
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Sector Detector: Investors revel in a Goldilocks outlook on economy,...
by Scott Martindale President & CEO, Sabrient Systems LLC Stocks are pulling back a bit to start Q2 but have shown remarkable resilience throughout their nearly 6-month (and nearly straight-up)...
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