Macro Strategy—Inflation Dimming Economic Outlook: On multiple levels, including strong labor demand, decades-low household leverage, lack of excesses on the housing construction/business investment fronts, massive household savings accumulated during the pandemic, and elevated corporate profits, the U.S. economy would appear well positioned for sustained strong growth. However, the economy has rapidly moved into the late stage of the business cycle…
The first week of a new year, and the markets continue to trend higher. We don’t know how long...
Another record closing week for the major indices, with all 3 achieving new all-time highs. Additionally, the S&P 500...
What can you say about Fitbit’s (FIT) executive team other than “Wow”? After lowering FY16 guidance upon missing Q3...
1. The economy is holding up better than expected, but recession risk remains. In the third quarter, easing inflation...
Over the weekend the COVID-19 situation improved all the EU5 countries. Not only did the growth in net active...
After a first quarter decline for the major averages, and during a midterm election year, it became clear that...
It was a good day for Fitbit (FIT) shareholders yesterday and one that could not come soon enough. In...
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