Cross-Asset Strategy: The growth-policy tradeoff appears set to improve in 2H, and earnings revisions turned broadly positive in key regions. Chinese equities may have reached their turning point as lockdowns begin to ease, growth support measures continue, and news reports that China is about to conclude its probe into Didi suggest regulatory risks are easing. Bond yields were higher, with…
Good morning fellow investors. This week’s Research Report will hit with greater brevity than you’ve seen with many of...
We remain constructive on equities and see the latest round of growth and slowdown fears premature and overblown. Even...
In January, the “inventor” of the yield-curve indicator—Campbell Harvey of Duke University—suggested that the inversion of the 10Y/3M spread...
If you’re a brick & mortar retailer, your business has been under siege for a lengthy period of time....
If you’re an investor or trader, you’ve probably heard the following words dozens of times: This time is different....
“Speculation is an effort, probably unsuccessful, to turn a little money into a lot. Investment is an effort, which...
If you would like to watch our weekly State of the Market video, please click the provided link...
So this just happened: The S&P 500 gained 3.9% from the day of the Fed hike through the following...
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