How about them Small-caps? How about that follow-through? How about the 3-week rally which has seen the S&P 500 rally some 10 percent? That’s right; the S&P 500 (SPX) is up 10% over just the last three weeks, the best such stretch since June 2020 and during the crazy recovery from the March 2020 lows. Can the rally continue? Is…
If you are invested in any major department store retail equity you are well aware of the absolute beating...
Wayne and Seth tackle the macro-market issues of the day as the New Year takes shape. Take some time...
by Ian Shephardson of Pantheon MacroEconomic ADP and JOLTS are Unreliable Guides to Labor Market Trends The record of...
At first glance, U.S. equities seem to be riding a bullish wave. The S&P 500 is up more than...
Cross-Asset Strategy: The growth-policy tradeoff appears set to improve in 2H, and earnings revisions turned broadly positive in key...
The S&P 500 (SPX) has surpassed its previous high among a global pandemic and an uncertain economy. The index...
Chair Powell and the Fed make it crystal clear that their job fighting inflation remains unfinished. Ironically, while bonds...
A hotter but shorter economic cycle has implications for asset allocation as well as equity portfolio construction. In the...
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