HIGHLIGHTS Initial Thoughts on the Iranian Strikes on Israel? Geopolitical tensions rose even further over the weekend as Iran launched several hundred missiles and drones at Israel, reflecting the biggest increase in tensions in the Middle East in decades. The immediate impact on markets would be as we would expect given rising geopolitical risks: Higher…

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HIGHLIGHTS  STOCKS SOURCE: Factset and Vann Equity Management Research Team “The S&P 500 accelerated to new all-time highs thanks to the Fed upgrading its outlook for economic growth this year (and inflation expectations) while critically keeping three rate cuts penciled in for 2024, which reignited soft/no landing hopes in the back half of the week.”…

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HIGHLIGHTS STOCKS “The S&P 500 traded above 5,000 last week thanks to strong Treasury auctions reducing concerns about demand for U.S. debt and on generally solid economic data.” What Could Interrupt This Rally? Stocks extended the rally and the S&P 500 hit a new all-time high and finally topped the 5,000 level; the question that…

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HIGHLIGHTS STOCKS SOURCE: Factset and Vann Equity Management Research Team “Stocks were little changed last week in very quiet trade as investors wanted a quiet end to a very strong 2023 as the S&P 500 rose more than 24% on the year.” Five Market Assumptions to Know as We Start 2024 The S&P 500 is…

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