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…
While we are forgoing our traditional State of the Market recording and process, please review our latest video (link...
Strategy Equity and credit markets continue to grind higher, undisturbed by the recent rise in bond yields or...
Good Sunday morning to all! As mentioned throughout the week, due to the birth of my nephew, we will...
Pundits and gurus master the art of going out on a limb without going out on a limb. ~Philip...
by Ian Shephardson of Pantheon MacroEconomic ADP and JOLTS are Unreliable Guides to Labor Market Trends The record of...
Cross-Asset Strategy: As we indicated in a previous report, a combination of a strong recovery in demand, easy policy,...
Macro Strategy—Volatile Times Ahead: Untethered money-supply fluctuations have created a new, more volatile environment for asset allocation. Until the...
The strong start to the year for risk assets was upended in the final week of January, as the...
Key Investing Data Into & Through Year-End 2023 November 21, 2023
A Tortured Stock Market November 8, 2023
Trust The Thrust: Weekly Nifty 9 November 6, 2023
Wall of Worry Can’t Stop Earnings Growth? Weekly Nifty 9 October 16, 2023
The Q3 Seasonal Weakness Comes To A Close: Weekly Nifty 9 October 2, 2023
MarketWatch.com – Top Stories
