Despite the constant news flow and tweets discussing tariffs on Mexican imports, the S&P 500 (SPX) and peer indices all rallied sharply this past week. The Dow (DJIA) jumped 4.7%, its biggest weekly gain since November. It also snapped a six-week losing streak. The S&P 500 and Nasdaq (NDX) were up 4.4% and 3.9% this week, respectively. It can certainly…
Interactions with clients suggest our 2023 earnings forecast is now very much out of consensus. This is a change...
Scott Rubner, Managing Director Goldman Sachs This is the last bullish US Equity email that I will be sending...
RBC Capital’s chief market strategist Lori Calvasina: Welcome to RBC’s Markets in Motion podcast recording August 28th, 2023. I’m...
by Paul Christopher, CFA, Head of Global Market Strategy and Gary Schlossberg, Market Strategist Key takeaways We expect that...
Those who are unwilling to accept double-digit drawdowns are less likely to receive double-digit returns! Take your drawdown like...
Stocks inched higher this past trading week, digesting a slew of updates that suggest the global and domestic economic...
Cross-Asset Strategy: The growth-policy tradeoff appears set to improve in 2H, and earnings revisions turned broadly positive in key...
That makes a 3-week winning streak for the major averages. The S&P 500 rose roughly 1% in the past...
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