After 3 full trading weeks, and an additional 3 trading days this past week, the S&P 500 (SPX) managed to add more gains to the already double-digit returns in 2021. The S&P 500 has now achieved 27 new, record highs in 2021, with its sights potentially on more new highs in the coming weeks and months. Not to be left…
The S&P 500 (SPX) has surpassed its previous high among a global pandemic and an uncertain economy. The index...
Goldman Sachs chief political economist Alec Phillips Goldman Sachs now offers that it’s “base case” for the next fiscal...
Narrative vs. Flows, Liquidity-Volatility-Flows Feedback Loop, QE/QT and Liquidity Narrative vs. Flows By Marko Kolanovic, PhD and Bram Kaplan,...
We remain committed bulls over next 6-12 months. When bull markets simultaneously begin with a new economic cycle, they...
With ten trading sessions of the New Year complete, January and 2021 are off to a modest start. The...
Don’t be late. Life often throws us curve balls and when it does,all we can do is adjust our...
1H22 was challenging for most risk assets as the Fed pivoted more sharply than most expected. The de-rating for...
A new year brings new investment opportunities even if the narrative isn’t changing. We still recommend a large cap...
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