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News Archive
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Global Equities...peak or pause
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November 24, 2009
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In this note we focus on some of the key drivers of equity performance (ISM, Fed funds, bond yields, EPS and valuation) and compare them across periods. Are conditions closer to that of 1974 and equities markets are poised to move higher or are they near a peak?
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...although momentum is peaking, a combination of continued moderate global recovery, rising EPS, low/benign inflation and exceptionally low interest rates supports equities.
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