In the latest week, the Dow fell 0.6%, the S&P lost 0.7% and the Nasdaq fell 2 percent. For the month of June, the Dow rose 0.1% while the S&P added 1.1% and the Nasdaq rose 1.3 percent. In the second quarter, the Dow gained 1.4%, the S&P was up 3.6%, and the Nasdaq gained 6.7 percent. The meager moves…
Macro Strategy—Volatile Times Ahead: Untethered money-supply fluctuations have created a new, more volatile environment for asset allocation. Until the...
Larger narrative is Fed “disinflation” is a massive course correction. Strong Jan equity returns borrowing from Feb, but dip...
US Equity Strategy Market Update, Impact of Higher Corporate Tax and Infrastructure Spending Plan For the last twelve months,...
The equity market, for which we’ll use the S&P 500 (SPX) as our guide, will always maintain varying degrees...
Fundstrat’s Tom Lee: The August jobs report came in at +142k (vs Street +165k) and the unemployment rate fell...
This has been one heck of a market rally, but it comes on the heels of one heck of...
Forty one! As of this past trading week, the S&P 500 has “clocked” 41 all-time highs (4,429) in 2021....
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