The Russell 2000 and S&P 500 Equal Weight are on track for weekly gains as money flows towards non-tech areas of the market. Q4 earnings and firm economic data continues to support the bulls' thesis.
More bank earnings arrive today along with jobless claims and Taiwan Semiconductor results. Tech and banking sectors have struggled this week. Metals continue to rally.
We expect another generally good year for bond returns this year, but even the best-laid plans can go awry when circumstances change. Here are four risks to our outlook.
Bank results and the Consumer Price Index are key this week. Jobs data pushed down rate cut odds, but stocks hit new highs as unemployment fell. A 10-year note auction comes today.
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