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Small shifts in equity and fixed income markets highlighted, Guy LeBas notes

Small shifts in equity and fixed income markets highlighted, Guy LeBas notes
Month end reveals mild market shifts

Guy LeBas reports that initial analysis of month end portfolio rebalancing shows a mild trend, with only slight equity selling and modest fixed income purchases.

The changes are described as minor, as both adjustments are below 0.3 times on a rolling z-score basis.

LeBas recently highlighted Janney's 2026 mid-year market update event, offering market insights to clients and investors earlier this year. He also commented on a pharma sector M&A where the acquirer gained more market cap than the acquired, drawing industry attention in a separate update. Both updates contribute to ongoing coverage of market developments.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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