US Equity Strategy Market Update, Impact of Higher Corporate Tax and Infrastructure Spending Plan For the last twelve months, we have been aggressively pushing the upside case for equities (Market Update Mar’20). Going into this year, we argued for a continued melt-up with S&P 500 reaching 4,000 in 1Q and the majority of the upside to our year-end PT of…
Chief Investment Office Macro Strategy Team at Merrill Lynch: Macro Strategy—Treasury Offsetting QT Until Mid-Year: The looming debt ceiling...
The S&P 500 (SPX) flip flopped this week, but spent the last few days hovering around a 40-point range....
While there are plenty of events and fundamental data points worth considering, we find many remain fixated on the...
If you came to the markets in 2008, that you likely will relate everything since and to come to...
Cross-Asset Strategy: Friday’s strong CPI print that led to a surge in yields, along with the sell-off in crypto...
No matter how many different data sets, seasonal patterns, election cycle studies we look at, they all point to...
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