Cross-asset Strategy: Investor sentiment is reaching extreme weakness, with the AAII bull-bear survey metric recording its lowest reading since early March 2009, just before the GFC trough. This, in combination with light investor positioning and better than feared Q1 earnings, should allow the market to rebound. We reiterate Energy as our highest conviction sector OW given our supercycle thesis, stocks…
Under a framework of knowns and unknowns, the world is a confusing place right now with the Russian invasion...
It was a strange week in the markets. Bears and Bulls made little progress, but bears are seemingly more...
Bear markets are like a Hall of Mirrors, designed to confuse investors and take their money. Trust YOUR fundamental...
September 29, 2017 will mark the final trading day of the Q3 2017 period and with that may come...
Goldman Sachs Weekly Market Mashup Goldman Sachs’ Scott Rubner Nvidia Outlook
Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review this week’s SOTM....
The S&P 500 (SPX) closed a volatile, ugly week with a major correction and it’s largest since Q4 2018....
Capital Economics 2025 Outlook and RBC Capital Technical Outlook January 22, 2025
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The Markets’ Character Has Changed January 12, 2025
Mixed Sentiment and A Mixed Start To 2025 January 8, 2025
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