Macro Strategy—Equity Market Climbs A “Wall Of Worry” Yet Again: Moderating domestic demand growth, big energy price declines, loosening labor market conditions, and softening wage growth have boosted confidence in a “soft landing” scenario for the U.S. economy, in which the Federal Reserve (Fed) manages to bring both growth and inflation back to moderate, sustainable levels without first causing a…
Models are useful. They help us understand the world around us and aid us in predicting what will happen...
Stocks danced higher this past week to produce their best week since February. The Dow Jones Industrial Average (DJIA)...
The Mid-Cycle Transition Over the past month, we’ve taken a different path than most equity strategists. Rather than getting...
I’ve gathered a few ideas from several of my memos this year – plus some recent musings and conversations...
Paul F. Desmond Lowry’s Reports Inc. 26 February 2002 Ask one hundred investors whether this is a bull...
Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review the SOTM video. In this week’s...
With ten trading sessions of the New Year complete, January and 2021 are off to a modest start. The...
As we enter the corrective phase of the market moves, we seek the guidance of technical analysis to provide...
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