Cross-asset Strategy: Stocks and bonds continued to sell off last week on central bank hawkishness. The hawkish Fed outcome with significant upward revision to the dots leads us to now expect a terminal rate of 4.5% by early 2023. While the market has now settled into a view that Fed will continue with outsized hikes, we don’t believe one should…
Despite the recent level setting of market expectations and more recent equilibrium found in the major indices, I wouldn’t...
9 key macro events this week, but Treasury refunding most important arguably. Incoming data likely soft-ish which should help...
To suggest that the rally off of the October 27, 2023 low has been impressive probably does not do...
If there is 1-thing I’ve learned from the markets over my 24 years, it’s that down is going to...
The S&P 500 (SPX) and its peer indices have had quite the bullish move off of the Christmas Eve...
A new year brings new investment opportunities even if the narrative isn’t changing. We still recommend a large cap...
Despite all the uncertainty across today’s global capital markets, we are poised to enter 2023 with a more constructive...
Another choppy, headline-driven trading week. Fortunately the choppiness resolved itself to the upside and further erased the previous week’s...
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