Since our publication of Cost of Higher for Longer in February, we have seen interest rates across the curve move higher with expectation for rates to remain restrictive for longer. Liquidity continues to contract as G5 Central Banks shrink balance sheets at an unprecedented pace (~$5.5T over the last six quarters, see Figure 12MSCI ACWI Co-moves with Big-5 CB Assets…
Fitbit (FIT) will report its Q3 2016 results after the closing bell on November 2nd and too much anticipation as both...
Three trading weeks have been logged in the New Year and with that… still no signs of increasing volatility...
“If falling 10% in stocks over a couple weeks is too much volatility for you, then being up 25%...
Soooooo… feels like the market is running in place, right? Since hitting its initial 2023 high on February 2nd...
While there are plenty of events and fundamental data points worth considering, we find many remain fixated on the...
US Equity Strategy: Equity Risk Premium, Market Multiple, Zero Rates, Liquidity Boom, Long Duration, Sustainable Income. The sharp ~30%...
The first week of a new year, and the markets continue to trend higher. We don’t know how long...
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