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…
by Paul Christopher, CFA, Head of Global Market Strategy and Gary Schlossberg, Market Strategist Key takeaways We expect that...
When stocks and bonds send mixed signals, we listen to stocks more attentively. The underlying message is clear: Stay...
Top 5 Reasons We Hear From Investors for Being/Becoming Bearish on Equities “Wake me up when these are bigger...
The major indexes posted slight weekly losses last week. The Dow and S&P 500 both fell 0.5% for the...
It was a headline heavy week that drove the S&P 500 (SPX) absolutely… nowhere. In fact, after a strong...
Macro Strategy—The U.S. trade-weighted dollar remains overvalued, much as we anticipated one year ago, and may well be able...
Midweek, the markets took a turn for the worse in what is rapidly correlating to the spookiest month of...
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