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…
Markets are firmly in the thrawls of another September swoon, which is all-too familiar and painful for many investors....
Keep it simple and know your ABC’s of investing: Always, Buy, Corrections!! If you would like to watch...
In this week’s video special report we discuss the environment surrounding the February-March 2020 bear market; the fastest bear...
The Mid-Cycle Transition Over the past month, we’ve taken a different path than most equity strategists. Rather than getting...
Welcome to RBC’s Markets in Motion podcast recorded August 7th, 2023. I’m Lori Calvasina, head of US equity strategy...
EVERY BEAR MARKET EVER FOMO turns into, GIDOT (glad I don’t own that), everyone claims they were raising cash...
Question: “How do you perform well over time and never let the volatility deter you?” Answer: “Position long, hope...
JPM Market Recap
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JP Morgan Market Volatility Report
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