The Fed’s “surprise” move toward tapering that took markets lower last week is just the moment of recognition for a tightening trend that began months ago. When combined with the peak rate of change in economic and earnings revisions, it sets up a more difficult summer. Tapering is Tightening but Tightening began months ago. The Fed’s pivot to begin the…
“If you can’t pull the trigger on stocks here it may be because you’re focused on the next 3%...
Merrill Lynch: Macro Risk Macro Strategy—Risky Business (Cycle): We believe the probability of a recession this year is low...
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s episode, we record live on...
by Ian Shephardson of Pantheon MacroEconomic ADP and JOLTS are Unreliable Guides to Labor Market Trends The record of...
Somewhere’s in the recess of my childhood memories I can now hear Count Dracula from Sesame Street saying, “1...
On Tuesday the situation in Italy consolidated with growth in net active cases for Italy as a whole staying...
Over the last few years I have become increasingly vocal and accurate with my prognostications concerning volatility and the...
by Morgan Stanley’s Mike Wilson and Company Recent increase in Fed balance sheet is not QE, in our view…Many...
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