Flows & Liquidity: Are there similarities to January 2018?. Fri Jan 10 2020 A wide range of institutional investors appears to have raised their equity exposures markedly towards year end. This means 2019 is looking even stronger in terms of the equity flows that took place last year. But the comparison between 2020 and 2019 has mechanically worsened pointing to…
Investor Sentiment This year has been a year unlike more recent and years whereby the markets trended steadily higher...
Market participants can access data points; access is NOT the struggle. The struggle is in the SEQUENCING of data...
With the Fed’s hawkish pivot, the first part half of our long standing narrative of Fire and Ice has...
When momentum develops, it can become a driving force greater than fundamentals and rational considerations. Such was the case...
It’s not the way bulls desired the week to end, especially after a strong Thursday performance, but when algorithms...
After a first quarter decline for the major averages, and during a midterm election year, it became clear that...
Cross-Asset Strategy: As geopolitical risks intensified over the past month, our OWs in Commodities and Energy stocks outperformed, while...
When stocks and bonds send mixed signals, we listen to stocks more attentively. The underlying message is clear: Stay...
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