Capital Market Outlook September 6, 2019 IN THIS ISSUE: • Macro Strategy—Central-bank easing and fiscal stimulus in a growing number of countries, together with the Federal Reserve’s (Fed’s) pivot from a hawkish to a dovish policy stance, appear to have helped diminish the downward global-growth momentum. While we are not surprised to see a rising risk of recession, we believe…
Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review this week’s SOTM. In...
The consolidation phase is upon us. It is more recognizably taking place, and as usual, causing investors to doubt...
After 3 consecutive years of double-digit returns for investors who stayed the course, through the ups and downs, downs...
Core Services Inflation is Sticky, but the Fed is Exerting a Lot of Pressure Core CPI services inflation is...
2021 has produced another year of above average returns for the major US indices. However, under the surface it...
The ECI is the best measure of wage growth, but you still need to look under the hood, not...
A “soft landing” for the economy in the US seems increasingly possible, so we look back at previous similar episodes...
The Major Trend Index held at a neutral reading of zero in the week ended December 22nd. Bullish market...
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