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…
This week, we provide feedback to our 2022 Outlook—spoiler alert—there wasn’t as much as usual. Meanwhile, consumers are opening...
Macro Strategy—Trends from around the world show supply chain bottlenecks have been holding back global growth to a degree...
It’s difficult to be too optimistic with another 75bps rate hike (almost certainly) coming next week, and especially given...
Since the start of the rate hike cycle in 2022, regional business cycles have weakened, earnings growth has stagnated...
Macro Strategy—Volatile Times Ahead: Untethered money-supply fluctuations have created a new, more volatile environment for asset allocation. Until the...
We continue to be more focused on what growth is going to do rather than rates and believe investors...
This past trading week was met with more disappointment for the bulls, as a usually strong February monthly Options...
“Success is no accident. It is hard work, perseverance, learning, studying, sacrifice and most of all, love of what...
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