IN THIS ISSUE Macro Strategy—A fundamental change in the Federal Reserve’s (Fed’s) approach to achieving its inflation target means monetary policy is shifting from a headwind to a tailwind in 2020. The pattern of the U.S. business expansion over the past 10 years shares many similarities to the previous longest expansion in the 1990s. Like that episode, we believe the…
Optimism around a US policy pivot has continued to support valuation. In today’s note, we discuss parallels to prior...
Let’s begin with a mea culpa. In my note of 18 May 2023, I wrote that the risk/reward for equities...
Within last weekend’s Research Report, the following was offered: “We are in unprecedented market waters and as such our...
Welcome back traders and investors. New highs, new highs and not quite new highs. What am I referring to?...
While Bed Bath & Beyond (BBBY ) is not in dire straits, the company’s consistent underperformance over the last couple of years...
Entering the trading week, we were of the opinion that the rally in the major averages from the previous...
Plunging Core Inflation and Slower Growth will Force the Fed’s Hand * The risk of recession persists, though our...
The S&P 500 (SPX) came within 9 points of reaching it’s all-time record high earlier in the trading week...
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