Key takeaways Soft landing (47% Bearish signals vs 58% in Sep-22), but still below-trend outlook; mfg take-off unlikely before easing Slow-but-steady pick up in world EPS to mid-single digit growth in the next 12 months; acceleration in core disinflation Weight of the evidence suggests a mildly positive narrative going into the year-end; higher-for-longer bond yields a risk Conflicting forces in…
Does the Rotation Need a Vacation? The new leadership in small caps, cyclical stocks and commodities is well established...
In the past trading week, investors/traders were once again at the mercy of trade headlines. It was only 2...
Cross-Asset Strategy: As geopolitical risks intensified over the past month, our OWs in Commodities and Energy stocks outperformed, while...
There is still considerable debate about whether the bear market has yet set its low. Certainly, if the U.S....
On Tuesday the situation in Italy consolidated with growth in net active cases for Italy as a whole staying...
Last week’s Payrolls numbers were modestly disappointing but wage growth is showing real signs of upside pressure. In short,...
September 29, 2017 will mark the final trading day of the Q3 2017 period and with that may come...
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