Despite the noise surrounding global trade and correlated tariffs last week, the S&P 500 finished higher by nearly 1 percent. Additionally, the S&P 500 YTD gain stands at roughly 7.6 percent after correcting nearly 12% in February. Heading into September, the S&P 500 is up 5 consecutive months and with two consecutive monthly >3% gains. While we all know by…
The strong start to the year for risk assets was upended in the final week of January, as the...
The Federal Reserve has not yet begun easing, but “Easing” is a multi-dimensional event, and increasingly, the outlines of...
2023 Global Economic Outlook • With financial conditions tightening and the winter aggravating China’s COVID and Europe’s natural gas...
Humans are addicted to doomsday narratives. I’ve noticed that sometimes people WANT things to be worse than they are,...
The Fed is likely to start discussing the tapering path, and over the next few meetings potentially indicate...
“During his tenure Lynch trounced the market overall and beat it in most years, racking up a 29 percent...
Weekly Warm-up: More on The Mid Cycle Transition to Quality; Staples over Discretionary Last week we argued for a...
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