It was a strange week in the markets. Bears and Bulls made little progress, but bears are seemingly more and more anxious about the state of the market. I’ve seen a lot of different types of bull and bear markets in my 24 years, but this bull market is producing a great deal of nonsensical bearish narratives… by the bears….
Market and Volatility Commentary Upside for EM Equities and Value; Evolution of the Trade War; End of Cycle and Fiscal...
Market and Volatility Commentary V-Shaped Recovery, Low Positioning = More Upside, Commodity Sector Trades The V-shaped recovery and Positioning...
Markets Are Discounting Machines.Financial markets look ahead and discount what humans often can’t see or even imagine. 2020 may...
Capital Economics We think the 10-year Treasury yield will end the year well below its current level. The sell-off in...
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...
September is very much living up to its usual swooning of price action, and finding investors recoiling. The seasonality...
What is next for markets? Investors should position forrising odds of Trump re-election In March, we were the first...
JPM Market Recap
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