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Through the end of August, the S&P had already achieved 53 new all-time highs, on track for a calendar year record, demonstrating the persistent upward trend for US stocks in 2021. With China as the notable exception, global equities continue to exhibit remarkable technical strength, and as such our Momentum Dial remains in a “Positive” position.
The global economic recovery marches on, with key leading indicators in the areas of manufacturing, employment and real estate all pointing to expansionary conditions. Our Fundamental Dial remains in a “Positive” position based on the current pro-growth landscape.
While high-priced growth stocks garner the bulk of investors’ attention, traditional value sectors such as Financials and Energy have led the S&P year-to-date. On balance, the market remains at historically high multiples, which leaves our Valuation Dial in a negative position.
Our Three Dials composite reading continues to take a “Cautiously Optimistic” view, as strong showings in the areas of Momentum and Economic Fundamentals are balanced by Valuation concerns.
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