It’s funny what a difference a week can make in the markets. Up until last week, the equity market picture looked rather bleak, with investor sentiment waning and record setting volatility. But all of that seemed to have subsided in last week’s trade as the major averages marked their strongest week in quite some time. On Friday, the Dow Jones…
Tags: KSS M SPX VIX SPY DJIA IWM QQQThe Fed’s “surprise” move toward tapering that took markets lower last week is just the moment of recognition for...
Optimism around a US policy pivot has continued to support valuation. In today’s note, we discuss parallels to prior...
The reality is far more innocuous than the reaction sometimes. When Amazon (AMZN) announced its acquisition of Whole Foods...
Correction right on schedule.2 weeks ago we called for a second 10% correction in as many months as we...
Fitness tracker or a smartwatch? Well, that’s a question that was asked a couple of years ago, but plainly...
Key talking points Bank of America aggregated credit and debit card spending was up 11% year-over-year (YoY) in June....
Cross-asset strategy: President Trump’s COVID-19 test revelation has accelerated his deterioration in the polls and betting odds that began...
While expected, we think the Fed’s pivot to a more aggressive tapering schedule poses a larger risk for asset...
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