Cross-Asset Strategy: As geopolitical risks intensified over the past month, our OWs in Commodities and Energy stocks outperformed, while other exposures, such as European stocks and Banks, underperformed. Looking ahead, we think it is important to remember what path we were on before the crisis started: namely, the global economy was on track to accelerate sharply on re-opening from the…
Macro Strategy—Powell On A Mission: U.S. policymakers responded to the pandemic shutdowns with the most aggressive fiscal and monetary...
Pfizer has not yet accrued the32 COVID infections for its 1st interim analysis: The fact that Pfizer’s first interim...
If you had anticipated a wild week via the FOMC rate announcement and press conference, you would have been...
The Mid-Cycle Transition Over the past month, we’ve taken a different path than most equity strategists. Rather than getting...
As investors debate the merits of generative artificial intelligence, a key question is what it could mean for the...
“Anyone can get lucky for a short period of time. But consistent outperformance over long periods is probably evidence...
We are off to a spectacular year in the markets with the S&P 500 (SPX) up roughly 3.5% since...
If you are not willing to risk the unusual, you will have to settle for the ordinary! Everyone must...
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