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Bryan Perry

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There is a growing potential that the stock market is and could be more bifurcated going forward, where explosive spending on artificial intelligence (AI) implementation feeds the bulls within the mega-cap tech sector while the U.S. consumer begins to dial back spending in a meaningful way due to ongoing inflationary pressures. The latest University of […]

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Over the past two weeks, investors have been on the receiving end of several key economic reports and high-profile earnings releases that have roiled the stock market, generating wide price swings daily. There have been conflicting data on labor markets, where the Employment Cost Index released on April 30 showed that compensation costs accelerated from […]

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Last year’s fourth-quarter downtrend for inflation looks to have bottomed out at just under the 3% level, at least for the time being. Super sticky components of shelter and services are not showing signs of softening anytime soon, and professional services also continue to remain elevated, especially medical, insurance and education. Both the PCE Price […]

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The current stock market correction has its roots going back to April 4, when the S&P 500 broke its short-term 20-day moving average, three days after Israel destroyed the Iranian consulate annex building adjacent to the Iranian embassy in Damascus. That action put into motion a high-profile chain of geopolitical events, coupled with a much […]

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The full-scale invasion by Russia into Ukraine began on February 22, 2022. At that time, the S&P 500 was trading at 4,500. As of last Friday, it traded around 5,123, representing a 13.8% gain over the 26-month period. Not great, but not bad either. The Nasdaq was trading at 13,400 and closed last Friday at […]

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An interesting development occurred late last week when the employment data was released showing the economy added 303,000 non-farm jobs to payrolls, a full 50% more than had been forecast. Nonfarm Private Payrolls increased 232,000, also considerably higher than the 160,000 estimate, which followed the ADP Employment report for March that showed an increase of […]