This week’s focus is likely to be centered on CPI and the Fed. To us, that is yesterday’s news; while it’s important for the next week / year-end trading ranges, the final chapter to this bear market is all about the path of earnings estimates, which are far too high, in our view. Inflation data and Fed is the focus…
Please click the following link to be directed to our latest YouTube video where we discuss our concluding thoughts...
Last week was a measured action against extremes. The downturn in U.S. equities last week ended a streak of...
Macro Strategy—Fixed Income Positioning: Be Circumspect and Mind the Disconnect: For the past several months, risk assets including credit...
STRATEGY: July/August “chop” morphing into full Missouri (aka “show me state”) –> tilting us further into “risk-on” view –>...
To take a page out of last weekend’s Research Report, let’s highlight the theme centered on the probability of...
We continue to be more focused on what growth is going to do rather than rates and believe investors...
Macro Strategy—QT Kicks into Second Gear: Financial conditions are likely to remain under pressure as the Federal Reserve’s (Fed)...
The market is testing investors and traders alike. That is what the market tends to do during corrections; it...
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