Fed minutes disappoint with lack of inflation-targeting details or willingness to employ yield curve control. Meanwhile, the recovery is being challenged by a potential fiscal cliff, several universities deciding to move online and escalating political tensions. Breadth continues to narrow. On Friday, Apple contributed 105% of the total return of the Nasdaq 100 and S&P 500.For the week, the S&P…
Despite the noise surrounding global trade and correlated tariffs last week, the S&P 500 finished higher by nearly 1...
Macro Strategy—Inflation Dimming Economic Outlook: On multiple levels, including strong labor demand, decades-low household leverage, lack of excesses on...
When momentum develops, it can become a driving force greater than fundamentals and rational considerations. Such was the case...
Since the S&P 500’s 8-day win streak ended on November 8th, I think we can say that the market...
To take a page out of last weekend’s Research Report, let’s highlight the theme centered on the probability of...
Look for further upside in 2022, the cycle is far from finished… the dip driven by new variant scare...
Last Monday, in our January Chartbook, we suggested that the Georgia runoff could be a wildcard for the potential...
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