Macro Strategy—Volatile Times Ahead: Untethered money-supply fluctuations have created a new, more volatile environment for asset allocation. Until the Federal Reserve (Fed) reins in the sharp swings in liquidity, uncertainty and inflation will likely prove more volatile than during the pre-pandemic, low-inflation era. More uncertainty and higher inflation volatility increase the need for a well-diversified, all-weather investment mix. Market View—The…
Merrill Lynch: Volatile Times Ahead
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Unimaginable Conditions Produce Inconceivable Outcomes
Seth Golden, , Research Reports, 0
The S&P 500 (SPX) did exact what everyone expected it to do this past trading week. If you believe...
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On behalf of Finom Group, we want to wish everyone a happy and healthy holiday weekend. As mentioned in...
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Morgan Stanley’s Weekly Warm-up: Riding the Wave into the Holidays
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The US equity market continues to ride the wave of liquidity and seasonal FOMO. As we approach our bull...
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Merrill Lynch: Capital Market Outlook
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Macro Strategy—QT Kicks into Second Gear: Financial conditions are likely to remain under pressure as the Federal Reserve’s (Fed)...
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Weekly State of the Markets: 6/14/2019
Seth Golden, , Research Reports, 0
Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. In this week’s SOTM we...
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