Viewpoints about United States
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From earnings to recession fears—making sense of market volatility
Volatility made a dramatic return to the markets in early August, sparked by less-than-stellar corporate earnings, unexpected yen strength, and concerns that economic growth may be stalling. We take a closer look.
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Navigating market shifts: global interest-rate trends and market dynamics
Canada’s equity market traded sideways in Q2, while U.S. stocks surged to new heights, led by the information technology and communications sectors. Read our Q2 review.
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With Fed easing potentially on hold, what does this mean for fixed-income investors?
Expectations for a Fed pivot have been pushed back due to persistent inflation and a surprisingly resilient U.S. economy. We explore why high-quality intermediate fixed income still presents a compelling opportunity for investors even if rate cuts don't materialize any time soon.
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Q1 in review
Canadian equities moved higher in the first quarter, continuing the rally that began in November 2023.
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The golden age of security selection in fixed income
The fixed-income environment has changed drastically over the past two years. We explain how an active strategy can take advantage of current market conditions.
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Q4 2023 in review
Manulife Private Wealth reviews how Canadian, U.S., and global equities, and global bond markets performed in Q4 2023.
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Q3 2023 in review
Manulife Private Wealth reviews how Canadian, U.S., and global equities, and global bond markets performed in Q3 2023.
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Encouraging signs
Equity markets were generally stronger over the second quarter, with U.S. technology companies leading the charge.
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Data, data, everywhere: Three-minute macro
Data is our word of the month. Despite some surprising signs of economic resilience in the United States, our leading indicators still have us convinced a recession is on the way. Meanwhile, we don’t think the strong unemployment rate is a perfectly accurate description of the current (and future) labor market. Finally, the S&P 500 Index is looking strong so far this year, but we dive into how much of that performance is due to the AI craze.
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Beyond the Fed’s hawkish “pause”: three macro elements to consider
The U.S. Federal Reserve kept rates steady at its June meeting. But looking deeper, there are implications for investors.
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