9 key macro events this week, but Treasury refunding most important arguably. Incoming data likely soft-ish which should help break negative doom loop on stocks. We discuss: Tireless Ken and team analyzed earnings transcripts and found 360 references to Israel- Gaza connected to headwinds, uncertainty, compared to ~45 to 50 past 5 quarters. So the war is even top of…
The U.S. money supply is shrinking for the first time since 1949, as savings deposits decline and the Federal...
With the S&P 500 having recently ascended to a fresh record high after such a strong 2023, it’s natural...
Cross-asset Strategy: Investor sentiment is reaching extreme weakness, with the AAII bull-bear survey metric recording its lowest reading since...
Offered below is the latest chart pack from RBC Capital’s chief technical strategist Robert Sluymer. In addition, please continue...
Somewhere’s in the recess of my childhood memories I can now hear Count Dracula from Sesame Street saying, “1...
Introduction The U.S. economy will struggle in 2023 with halting growth and higher unemployment. Recession is a serious threat....
Fear and uncertainty building short-term but so many resolved near term In the first two months of 2022, a...
Like many a retailer before Target (TGT), the big-box department store chain announced a dismal sales performance for the...
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