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…
Cross-Asset Strategy: Equities rallied to YTD highs on optimism around a US debt ceiling resolution, a move that seems...
August has proven itself to be a “Wall of Worry” and the point for which the former “good overbought”...
No matter how many different data sets, seasonal patterns, election cycle studies we look at, they all point to...
What is next for markets? Investors should position forrising odds of Trump re-election In March, we were the first...
It’s not just that Fitbit (FIT) reported a miss on the top-line, but more so that the company lowered...
The S&P 500 (SPX) came within 9 points of reaching it’s all-time record high earlier in the trading week...
The chart below identifies the S&P 500 (SPX) movement through the trading week that was. And it was quite...
Goldman Sachs chief political economist Alec Phillips Goldman Sachs now offers that it’s “base case” for the next fiscal...
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