Macro Strategy—The U.S. trade-weighted dollar remains overvalued, much as we anticipated one year ago, and may well be able to maintain its balancing act over the next year. Consensus expectations remain timid, reflecting a continued reluctance to bet against the greenback. It’s hard to rule out upside surprises or dismiss downside risks to the dollar. Global Market View—In the spirit…
Last week’s Payrolls numbers were modestly disappointing but wage growth is showing real signs of upside pressure. In short,...
Slower spending growth in February The growth in Bank of America credit and debit card spending per household decelerated...
During the holiday shortened trading week, the excitement was already anticipated and proclaimed by the bulls with strong market...
The S&P 500 (SPX) spent the week rising, shy of a hick-up during the ECB rate announcement, and ended...
Narrative vs. Flows, Liquidity-Volatility-Flows Feedback Loop, QE/QT and Liquidity Narrative vs. Flows By Marko Kolanovic, PhD and Bram Kaplan,...
Our weekly State of the Market video and macro-market weekend Research Report are postponed due to holiday weekend. In...
The post-Trump election victory did not produce the widely anticipated and/or forecast downtrend in the equity markets. In fact,...
Like many a retailer before Target (TGT), the big-box department store chain announced a dismal sales performance for the...
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