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…
Equity Risk Premium holds key inputs/ingredients After major market sell-offs, it becomes increasingly difficult to achieve lower-lows. They are...
You’ve heard me say it time and time again, read it maybe a couple dozen times and possibly benefited...
Plunging Core Inflation and Slower Growth will Force the Fed’s Hand * The risk of recession persists, though our...
This week, we provide feedback to our 2022 Outlook—spoiler alert—there wasn’t as much as usual. Meanwhile, consumers are opening...
Humans are addicted to doomsday narratives. I’ve noticed that sometimes people WANT things to be worse than they are,...
The Leuthold Group tactical accounts remain positioned defensively, although not to the extent they could be given the bearish...
Welcome back to Finom Group’s weekly Research Report cycle (3 weeks on, 1 week off). Investors have muddled through...
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