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Stock impact report

ClearBridge Appreciation Strategy Q4 2025 Commentary [Seeking Alpha]

Franklin Resources, Inc. (BEN) 
Last franklin resources, inc. earnings: 4/30 08:30 am Check Earnings Report
Company Research Source: Seeking Alpha
An easing Fed, a positively sloped yield curve, tight credit spreads, and open capital markets make for a positive backdrop for stocks, yet speculative risks appear to be building, especially around AI, and there is little valuation support to fall back on. Policy today remains supportive of near-term growth, and capital markets conditions suggest risk assets such as stocks can continue to perform. But for the first time in the post-COVID period, we see pockets of weakness that could result in a more challenging economic backdrop. Lahiru Lakmal/iStock via Getty Images By Michael Kagan & Stephen Rigo, CFA The Probability of a Correction Has Risen - Market Overview The S&P 500 Index extended its advance in the fourth quarter, rising 2.7% and finishing the year up 17.9%. Following the “Liberation Day” selloff, the index posted gains in each subsequent month (eight consecutive monthly advances), climbing 37% from the April 8 market low. At year-end, the S&P 500's trailing t Show less Read more
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