Cross-Asset Strategy: Clients have asked about our conviction in the pro-cyclical trade given the recent decline in bond yields. In other words: “do bonds know something about macro fundamentals that equities and commodities don’t?” Our answer is ‘no’, and we explain the technical drivers likely responsible for the recent bond rally. We advise clients to stay in reflation, reopening, inflation…
by Ian Shephardson of Pantheon MacroEconomics The first indication that January’s warmer-than usual weather would boost economic activity was...
Another record closing week for the major indices, with all 3 achieving new all-time highs. Additionally, the S&P 500...
Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review the SOTM video. In this week’s...
A hotter but shorter economic cycle has implications for asset allocation as well as equity portfolio construction. In the...
Price momentum is a key driver of sentiment, especially in a late cycle environment when uncertainty about the outcome...
The coming week will prove a meaningful earnings week, as the Mega-cap Growth companies will be reporting their quarterly...
S&P 500 and QQQ both showed minor weakness late this week, yet failed to do much technical damage. Both...
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