Growth is slowing for both the economy and earnings and is unlikely to bottom until 1H2022. Meanwhile, earnings revisions breadth has deteriorated sharply over the past month, a leading indicator for NTM EPS. Most of this deterioration has been due to costs and supply but demand looks vulnerable. Odds are increasing that growth will continue to slow well into 2022….
That was the longest, short trading week I’ve ever experienced (Seth Golden taking the helm of this week’s reporting,...
Let’s get right to the heart of the matter and as we look forward to the coming week, which...
A question facing most investors today is the outlook for equities, and more broadly market risk. This ties into...
In roughly the last 10 trading sessions, the S&P 500 (SPX) and Nasdaq (COMPQ) have lost 10% of their...
OVERVIEW Following on our series that was produced this year called “The Book of Great,” which discussed 10 separate...
Weekly Warm-up: ResistanceHolds; Earnings Upside vsMultiple for Stock Selection Last week’s failure to break through technical resistance for second...
The derating of stocks is not over but may take a pause as stimulus boosts liquidity. Our cycle analysis...
1H22 was challenging for most risk assets as the Fed pivoted more sharply than most expected. The de-rating for...
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