Merrill Lynch: Macro Risk Macro Strategy—Risky Business (Cycle): We believe the probability of a recession this year is low and remain overweight Equities for now, but business cycle risk is rising for a number of reasons. Inflation is one of the biggest risks, as it could drive the Federal Reserve (Fed) to induce a recession. Nonfinancial profit margins are already…
There are a great many opinions on the market and the potential outcome/s for the debt ceiling that lay...
1. The economy is holding up better than expected, but recession risk remains. In the third quarter, easing inflation...
A new year brings new investment opportunities even if the narrative isn’t changing. We still recommend a large cap...
Alpha over Beta. The wild price swings of the past month are a function of two things in our...
The Major Trend Index moved up one notch to a net reading of zero (Neutral) in the week ended...
“Do you know what investing for the long run, but listening to market news everyday is like? It’s like...
by Ian Shephardson of Pantheon MacroEconomic ADP and JOLTS are Unreliable Guides to Labor Market Trends The record of...
This past trading week went exactly as investors/traders expected, after a ~2% pullback for the S&P 500 (SPX) the...
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