Another week, another record high for the S&P 500 (SPX). This makes 20 record highs already in 2021. While it may seem as if the benchmark index has gone up in a straight line, active portfolio managers know that has not been the case, with 2 consolidation periods of greater than 4% taking place over the first quarter of the…
The last two trading weeks have not made the bulls whole, but have certainly slashed the hopes of those...
IN THIS ISSUE • Macro Strategy—Alongside a sharp contraction in economic activity, the equity market has already seen a...
It’s not often that such a market rally, now nearly 2 months in the making, can frighten investors, but...
Entering the trading week, we were of the opinion that the rally in the major averages from the previous...
The 2022 bear market will be remembered as a year when collapsing growth stock valuations and rising interest rates...
Macro Strategy—Businesses have responded to unprecedented U.S. consumer-demand strength and rising capacity utilization rates by bringing real equipment investment...
The trading week that was ended in a manner that many may have not anticipated. As we read this...
We’re going to take the lengthy edge of verbiage off of this week’s research report by focusing more narrowly...
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