We remain constructive on equities and see the latest round of growth and slowdown fears premature and overblown. Even though equity leadership and bonds are trading as if the global economy is entering late cycle, our research suggests the recovery is still in early-cycle and gradually transitioning towards mid-cycle. While the second derivatives of macro-cyclical indicators in US and Asia…
It’s not the way bulls desired the week to end, especially after a strong Thursday performance, but when algorithms...
“The difference between underperforming and outperforming often comes down to 2 simple variables: To review the weekly State of...
What a week, month I mean. The first three quarters of 2022 have been disasterous for investors of all...
With ten trading sessions of the New Year complete, January and 2021 are off to a modest start. The...
After a really poor performance in October, the S&P 500 (SPX) rebounded in November. It may not have seemed...
What is next for markets? Investors should position forrising odds of Trump re-election In March, we were the first...
Sarcastically speaking, it’s a bit humorous how the recession vibes from early August have almost disappeared by the end...
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