2023 Global Economic Outlook • With financial conditions tightening and the winter aggravating China’s COVID and Europe’s natural gas problems, the global expansion is projected to proceed at a sub-par 1.5%ar pace into 2023. • The global economy is not at imminent risk of sliding into recession, in our view, as 2022 adverse supply-side shocks are fading fast. This should…
Long-term investing is largely about corporate earnings, sales and the ability of a corporation to deliver a reasonable return...
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Market veterans know there’s just one thing more probable than a recession after the yield curve inverts: Yield curve...
US Equity Strategy Style Positioning, Value Squeeze, Winner Takes All Rising odds of a sharp Value squeeze in the...
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The S&P 500 (SPX) has run fast, furious and unabated in it’s journey toward the 3,100 level. The benchmark...
After a really poor performance in October, the S&P 500 (SPX) rebounded in November. It may not have seemed...
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