No Clear Path to Easier Financial Conditions Financial conditions are a key transmission mechanism for monetary policy and geopolitical shocks to effect the real economy and profits. Monetary policy tightening, for example, works by raising private sector borrowing costs on mortgages and corporate debt to slow growth and inflation. That process is well underway. The Chief Investment Office (CIO) tracks…
Our weekly State of the Market video and macro-market weekend Research Report are postponed due to holiday weekend. In...
Maintaining good disciplines during price consolidation periods: 1. Are the “yea buts” greater than a self-induced economic shutdown and...
By the team at Merrill Lynch Macro Strategy—Global Growth Weakening Fast, Fed On Track To Make Matters Worse: The...
Cross-asset Strategy: The equity market sell-off is overdone in our view, and we reiterate our call to buy the...
The trading week that was proved confounding for many with twists and turns throughout the trading week. When it...
Last year proved a painful time to be an investor, and for the most part, it didn’t matter what...
As the evidence builds around our more bearish earnings outlook, the stock market has traded lower again. While we...
Mid-Cycle Brings More Risk than Reward We’re entering mid-cycle faster than normal. Rate of change on growth & policy...
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