Cross-Asset Strategy: The October US CPI release delivered the largest downward inflation surprise since the start of the pandemic, raising the likelihood of a soft landing scenario. However, with a Fed Funds rate close to 5%, a recession will be difficult to avoid unless the Fed more meaningfully pivots. As such, our optimism is tempered by the still elevated recession…
The Paradox: The #1 concern for most investors/traders forces the diversification of a portfolio, which ultimately and perpetually underperforms...
We want to begin this week’s research report with a quick look back at what some might argue was...
That was a pretty bullish end to an otherwise fear littered week that centered on two major points of...
From the pandemic lows on March 23, 2020, the S&P 500 is now up more than 96% and nearly...
Fed minutes disappoint with lack of inflation-targeting details or willingness to employ yield curve control. Meanwhile, the recovery is...
In roughly the last 10 trading sessions, the S&P 500 (SPX) and Nasdaq (COMPQ) have lost 10% of their...
Investor Sentiment This year has been a year unlike more recent and years whereby the markets trended steadily higher...
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