IN THIS ISSUE • Macro Strategy—Alongside a sharp contraction in economic activity, the equity market has already seen a rally from the March bottom, has already recovered close to half of the total peak-to-trough decline. The drivers of the current crisis have been exceptional, but similarities with previous episodes suggest that investors should continue to look through the macro weakness.•…
Our new Fed forecast simply brings forward our call for lower equity valuations and raises the risk in the...
“Markets are constantly in a state of uncertainty and flux and money is made by discounting the obvious and...
The S&P 500 (SPX) deviated from a decade-long streak of underperformance during the Memorial Day trading week this past...
While expected, we think the Fed’s pivot to a more aggressive tapering schedule poses a larger risk for asset...
WAR is stressing global supply chains, inflation rises yet the S&P 500 went RISK-ON over the last two weeks!...
September 29, 2017 will mark the final trading day of the Q3 2017 period and with that may come...
By Robert Sluymer CMT Equity markets are resolving 2-year trading ranges to the upside – Further upside likely in...
Midweek, the markets took a turn for the worse in what is rapidly correlating to the spookiest month of...
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