Macro Strategy—Expansion and Profits Growth to Continue in 2022: Current Federal Reserve (Fed) projections and the leads and lags involved between changes in monetary policy and changes in economic conditions suggest policy will not become a meaningful restraint to growth in 2022, so real growth is likely to remain above trend and inflation high, in our view. The steepening yield…
Growth is slowing for both the economy and earnings and is unlikely to bottom until 1H2022. Meanwhile, earnings revisions...
No month-end equity selling but likely buying, what if ship breaks, Oil and CTAs Over the past few days,...
While we can’t be sure that the bear market ended on October 13, 2022, with the S&P 500 falling...
Please click the following link to be directed to our latest YouTube video where we discuss our concluding thoughts...
2023 Global Economic Outlook • With financial conditions tightening and the winter aggravating China’s COVID and Europe’s natural gas...
There are a great many variables, correlations and precedence to consider heading into 2018, but in this narrative we...
Retail sales have been a disappointment now for three consecutive months and as such this may lead to downward...
Over the past few days, economists and strategists are coming out with forecasts for economic growth, earnings, and asset...
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