Macro Strategy—Fixed Income Positioning: Be Circumspect and Mind the Disconnect: For the past several months, risk assets including credit have had a remarkable rally against a significantly weakening economic environment. More recently, another “gap” has developed and widened: the Federal Reserve’s (Fed) expected future rate path versus market expectations. With these numerous disconnects and yields still attractive in the context…
Cross-Asset Strategy: While growth risks are elevated, our base case looks for an acceleration in global growth in the...
Long-term investing is largely about corporate earnings, sales and the ability of a corporation to deliver a reasonable return...
This weekend is an off-reporting weekend, but we encourage our members to maintain a fluid understanding of the week-to-week...
By Merrill Lynch Macro Strategy—The Calm Before the Storm? Economic indicators continue to support our view that U.S. growth...
While there is some sympathy for our mid-cycle transition, most think it’s too early, or not worth acting on....
US Equity Strategy Market Update, Impact of Higher Corporate Tax and Infrastructure Spending Plan For the last twelve months,...
Investing takes time! When Jeff Bezos asked the 2nd richest man in the world… “Your investment thesis is so...
The S&P 500 Index is up to a record 53 new all-time highs by the end August, topping...
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