Narratives vs. Facts: why US stocks are surging despite anemic economic news

 Narratives vs. Facts: why US stocks are surging despite anemic economic news

US stocks gained 8.9% in September (best September result in 71 years) and 11.3% for the quarter (5th best quarter of the last 10 years.)  As stocks rise, our clients are actually becoming more fearful.  "How," they ask, "are stocks still rising when the economic news is so bad! 

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