In January, the “inventor” of the yield-curve indicator—Campbell Harvey of Duke University—suggested that the inversion of the 10Y/3M spread was “flashing a false signal,” and a U.S. recession would be avoided. But as the inversion deepened, Harvey abandoned that view, moving squarely into the recession camp. We respect his flexibility. Today, we have another economist casting doubt on her own…
The Leuthold Group: Putting The “Sahm Rule” To The Test
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Fundstrat Addressing the Incoming Data Ahead of Fed Day
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9 key macro events this week, but Treasury refunding most important arguably. Incoming data likely soft-ish which should help...
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Morgan Stanley: Mid-Cycle Update
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Mid-Cycle Brings More Risk than Reward We’re entering mid-cycle faster than normal. Rate of change on growth & policy...
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Fitbit Misses Q3 Expectations And Lowers Full Year Guidance
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IDENTIFYING BEAR MARKET BOTTOMS AND NEW BULL MARKETS
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Paul F. Desmond Lowry’s Reports Inc. 26 February 2002 Ask one hundred investors whether this is a bull...
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Merrill Lynch & Charles Schwab: Macro Risks Afoot
Seth Golden, , Research Reports, 0
Merrill Lynch: Macro Risk Macro Strategy—Risky Business (Cycle): We believe the probability of a recession this year is low...
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Beat The Drum For 2021
Seth Golden, , Research Reports, 0
We’re back, and we hope that everyone is prepared for another adventurous year in the markets. As we enter...
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Markets Look Beyond the Wall of Worry
Seth Golden, , Research Reports, 0
The market fell last week and snapped a 3-week win streak after the major indices danced around record highs....
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Weekly State of the Market: Day 188 Without 5% Correction
Seth Golden, , Research Reports, 0
“Everyone has the brain power to make money in stocks. Not everyone has the stomach.” ~Peter Lynch To review...
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