Archive for March 2024
Earnings Growth Is Broadening Outside the Magnificent Seven
INVESTMENT COMMITTEE COMMENTARY March 2024 In March, the equity rally continued, aided by familiar factors such as solid economic growth, generally as-expected inflation data, AI enthusiasm and bullish Federal Reserve (Fed) guidance. Broadly speaking, economic and inflation data, while slowing, met investor expectations of stable growth and easing inflation. In mid-March, updated Fed interest rate…
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