What does “back to the new future” mean? The era of quantitative easing and a quick trigger Fed easing policy stance are effectively over. Inflation comes back down to earth exhibiting characteristics more from the 1990s than the 1970s. Corporate fundamentals and valuation matter again with investors looking for earnings stability at a reasonable price. The post-pandemic cycle begins to…
By David Kastner: Sector rotation is perhaps one of the best known and widely implemented investment strategies within equity portfolios....
IN THIS ISSUE • Macro Strategy—Alongside a sharp contraction in economic activity, the equity market has already seen a...
Core Services Inflation is Sticky, but the Fed is Exerting a Lot of Pressure Core CPI services inflation is...
If you want a misleading headline to take a stock higher, the recent power rankings in the Apple (AAPL)...
The trading week commenced with a degree of frenzied selling pressure on Tuesday and within the context of slowing...
A very strong US dollar provides yet another headwind for earnings. Meanwhile, from a historical perspective, this bear market...
In the week that was, the S&P 500 (SPX) found itself another leg higher, capturing new record-level highs and...
On April 23, 2017 I informed readers, traders and investors alike as to the risks that lay before the...
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