On markets, not much has changed since our August Rasputin piece. While most leading indicators point to weaker US growth by Q1, the expected decline is modest as potential recessions go. Tighter Fed policy is partially offset by large fiscal deficits, US industrial policy (incentive-driven spending on infrastructure, energy and semiconductors), strong corporate and household balance sheets, private sector actions…
Cross-Asset Strategy: The October US CPI release delivered the largest downward inflation surprise since the start of the pandemic,...
For most investors and traders, last week was one of the worst weeks in market history that they experienced...
If you would like to watch our weekly State of the Market video, please click the provided link...
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s episode, we record live on...
The war between Hamas and Israel – and the potential for escalation to the wider region – has increased...
They say the trading hierarchy is 10% Technical analysis, 30% Risk Management and 60% Patience & Emotion management. If...
That was a pretty bullish end to an otherwise fear littered week that centered on two major points of...
With the Fed’s hawkish pivot, the first part half of our long standing narrative of Fire and Ice has...
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