Last week’s Payrolls numbers were modestly disappointing but wage growth is showing real signs of upside pressure. In short, inflation debate remains undecided and will likely stay that way for awhile longer. This will keep equity markets choppy and the debate about Value over Growth alive as well. With earnings season over, all eyes are back on the macro for…
Who needs a reset? Is it the S&P 500 (SPX), the forward price/earnings (P/E) multiple, the Nasdaq (COMPQ), the...
Has the COVID-19 reemerging positive case ratio finally caught up to what many have described as a market that...
Cyclicals and small caps have gained more attention even as fiscal deal looks less likely because economic recovery has...
It really feels like the markets have not traveled too low or too high since hitting their peaks in...
Many investors and traders were left feeling quite dejected the previous week, as a 6-week losing streak for the...
Our discussions with clients are narrowing to two primary topics: Earnings and Inflation. On the former, we hear many...
A 3-week winning streak for equities came to an end for the S&P 500 (SPX) this past week. April...
After a significant 1-week drawdown in the major averages 2 weeks ago, the market had an even greater resurgence...
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