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This earnings season, corporate America will get closer to the return of earnings growth—which is likely in the first quarter of 2021.
Signs of market and economic strength tell us that better times likely are coming in 2021…
Despite September weakness in the technology sector that has dragged the broader market lower, we expect leadership to continue given supportive underlying fundamental and technical conditions.
Central bank policies remain focused on economic recovery, with an eye on COVID-19 developments.
Markets have been on a wild ride in September so far, with a strong first two days of the month followed by one of the sharpest 10% corrections ever for the NASDAQ.
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