Market and Volatility Commentary COVID-19 forecasts – providing updates and modeling details Given the unprecedented heath crisis and resulting economic shock, our research focused on understanding the timeline of the pandemic. In a series of papers (see here, here, here, here, here, and here) we provided a set of forecasts about the pandemic that were more positive than the consensus…
The derating of stocks is not over but may take a pause as stimulus boosts liquidity. Our cycle analysis...
We continue to be more focused on what growth is going to do rather than rates and believe investors...
Admittedly, that was a trading week not worth forgetting. More importantly, it was a trading week that was very...
Cross-Asset Strategy: Clients have asked about our conviction in the pro-cyclical trade given the recent decline in bond yields....
As we come into the final trading days of February, we’ve had some pretty technically responsive price action as...
The Mid-Cycle Transition Over the past month, we’ve taken a different path than most equity strategists. Rather than getting...
While markets continued to make new all-time highs this week, underlying breadth and momentum suggest caution in the near-term....
Corporate outlook continues to improve on stronger than expected economic and earnings recovery, constructive guidance, as well as positive...
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