Biotechnology | North America COVID-19: Increasing ConvictionMultiple Vaccine Candidates WillHave Pivotal Data Before YE20 While a pre-election result is possible, we see early-to-mid November as our base case for PhIII data. Pfizer/BioNTech and Moderna appear slightly ahead of AstraZeneca for US PhIII data, though we note many details on the PhIIIs have not been disclosed which could impact our projected…
The summer doldrums are here, or are they. Last Friday’s market action or reaction to some minor headlines shook...
Volatility Review 19 February 2019 Equity Derivatives Strategy Bram Kaplan, CFA AC, Marko Kolanovic, PhD Positioning update, RTY and...
By Jim Paulsen of The Leuthold Group Inflation has been slowing for the last several months and finally appeared...
In the U.S. retail landscape, the strength seen this past holiday season continued into the first quarter of 2018....
If this were a Bear Market Rally then the S&P 500 gain of +17.19% off the decline of -23.55%...
The Fed is likely to start discussing the tapering path, and over the next few meetings potentially indicate...
“The strong rise in equities from the March trough, coupled with bullish options positioning, makes a near-term setback likely....
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