For those disappointed that February’s employment report won’t be released until March 10th, we have something to consider in the meantime. There are two series from the Conference Board’s Consumer Confidence Survey covering the job market—“Jobs Plentiful” and “Jobs Hard to Get.” We don’t know why two measures are needed, since they are two sides of the same coin. But…
The rise in inflation and the Fed’s reaction to it has been a real headwind for valuations this year....
While there is some sympathy for our mid-cycle transition, most think it’s too early, or not worth acting on....
Cross-asset Strategy: While the geopolitical crisis and policy tightening are overhangs, risk assets have a number of supports that...
by Ian Shephardson of Pantheon MacroEconomic ADP and JOLTS are Unreliable Guides to Labor Market Trends The record of...
Chief Investment Office Macro Strategy Team at Merrill Lynch: Macro Strategy—Treasury Offsetting QT Until Mid-Year: The looming debt ceiling...
In the week that was, the S&P 500 (SPX) found itself another leg higher, capturing new record-level highs and...
“Experience is what you get when you don’t get what you want.” ~Howard Marks So if you missed the...
Forty one! As of this past trading week, the S&P 500 has “clocked” 41 all-time highs (4,429) in 2021....
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