With all the attention on rate moves so far this year, investors may soon shift that focus to growth. Our focus will be on PMIs and earnings revisions to determine the eventual magnitude of this correction. We continue to recommend a barbell of defensives and small cap value. With rates having adjusted, our focus now turns to growth. The Fire…
With the Fed’s hawkish pivot, the first part half of our long standing narrative of Fire and Ice has...
Chair Powell and the Fed make it crystal clear that their job fighting inflation remains unfinished. Ironically, while bonds...
Well, that was much to do about nothing given the anticipation that came ahead of the trading week. When...
By Ian Shephardson of Pantheon Macro Economic Slowing Wage Gains will Give the Fed Room to Pause, but not...
Retail sales have been a disappointment now for three consecutive months and as such this may lead to downward...
“Nobody can catch all the fluctuations. In a bull market your game is to buy and hold until you...
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