Cross-Asset Strategy: Equities rallied to YTD highs on optimism around a US debt ceiling resolution, a move that seems misplaced given they were never pricing in a material risk of failure to raise the ceiling to begin with, and as negotiations are far from complete. Even aside from the debt ceiling issue, we maintain that the risk-reward for equities is…
Despite another positive weekly performance by the S&P 500 (SPX) this past trading week, it didn’t really feel that...
The situation at Macy’s (M) is as bad as it was when I began covering the company in January...
In some regards, an incumbent seeking reelection fits well into NDR’s historical analysis wheelhouse. The last presidentto not run...
Correction right on schedule.2 weeks ago we called for a second 10% correction in as many months as we...
Macro Strategy—Equity Market Climbs A “Wall Of Worry” Yet Again: Moderating domestic demand growth, big energy price declines, loosening...
US Equity Strategy Market Update, Impact of Higher Corporate Tax and Infrastructure Spending Plan For the last twelve months,...
The Major Trend Index was unchanged at a High Neutral reading of +1 in the week ended March 1st....
A new COVID variant started the ruckus for markets, but we view that as secondary to the real culprit—the...
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