The Mid-Cycle Transition Over the past month, we’ve taken a different path than most equity strategists. Rather than getting excited about the reopening, we are getting more concerned about (1) execution risk and (2) what’s already priced in.First, on the execution front, there’s growing evidence that supply remains a problem for many companies, just as demand is picking up. These…
This week, we provide feedback to our 2022 Outlook—spoiler alert—there wasn’t as much as usual. Meanwhile, consumers are opening...
As investors debate the merits of generative artificial intelligence, a key question is what it could mean for the...
Cross-Asset Strategy: Friday’s strong CPI print that led to a surge in yields, along with the sell-off in crypto...
Let’s begin with a mea culpa. In my note of 18 May 2023, I wrote that the risk/reward for equities...
Avoid at all costs: If you’re bullish on the markets you are probably only digesting bullish data points. If...
Fitbit (FIT) reported rather dismal Q1 2017 metrics last week, but even so shares of FIT rose sharply. Why...
Just 10 days ago, the Federal Reserve signaled a likely pause in the rate hiking campaign to fight inflation....
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