Last week’s tactical bullish call was met with doubt from clients, which means there is still upside as we transition from Fire to Ice—falling inflation expectations can lead to lower rates and higher stock prices in the absence of capitulation from companies on 2023 EPS guidance. A good start as we transition from Fire to Ice…Last week’s price action delivered…
It was a headline heavy week that drove the S&P 500 (SPX) absolutely… nowhere. In fact, after a strong...
Goldman Sachs chief political economist Alec Phillips Goldman Sachs now offers that it’s “base case” for the next fiscal...
Disappointing retail sales and consumer sentiment suggest the US consumer is fading. Most blame Delta but we think this...
Markets are fundamentally volatile. No way around it. Your problem is not in the math. There is no math to...
By Merrill Lynch Macro Strategy—Deep Credit Restraint Likely In The Pipeline: Rapid-fire Federal Reserve (Fed) interest rate hikes...
The big money is made in waiting and simplicity. Not in overactivity and complexity. ~Brian G of Alphacharts You...
In The Illusion of Knowledge (September 2022), I railed against macro forecasting, which in our profession mostly concerns the next year...
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