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SJK

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Economy Picking Up Speed

The economic recovery continues, as the recipe of vaccines, the reopening and record stimulus all have combined to produce what should be one of the best years for growth ever. ...

Amazing Earnings Season

It's embarrassing to admit this but in our earnings season preview on April 12, when the consensus estimate reflected a nearly 24% increase, we wrote that S&P 500 Index earnings growth for the first quarter could potentially exceed 30%. ...

Peak Optimism

Global stock markets are off to a strong start in 2021 as the world begins to emerge from the shadow of the Covid-19 pandemic. ...

The Earnings Boom Is Here

The outstanding fourth-quarter earnings season we had in 2020 is a tough act to follow, but 2021's first quarter has the makings of another potentially great earnings season. ...

Raising Forecasts…Again

The U.S. economy's recovery from the pandemic continues to surpass our expectations, aided by the accelerating vaccine distribution, massive stimulus, and America's desire to resume some semblance of normal daily life. ...

Markets Shrug Off Debt Levels

The level of US debt, already elevated before COVID-19 hit, skyrocketed as Congress put into place much needed fiscal stimulus in response to the pandemic, and it may jump again as the Biden administration targets its stimulus goals. ...