Capital Market Outlook September 6, 2019 IN THIS ISSUE: • Macro Strategy—Central-bank easing and fiscal stimulus in a growing number of countries, together with the Federal Reserve’s (Fed’s) pivot from a hawkish to a dovish policy stance, appear to have helped diminish the downward global-growth momentum. While we are not surprised to see a rising risk of recession, we believe…
Our weekly State of the Market video and macro-market weekend Research Report are postponed due to holiday weekend. In...
Key talking points Aggregate retail inventories have been steadily improving as demand for goods moderates and supply chain bottlenecks...
Equities are facing one of the best backdrops for sustained gains next year. After a prolonged period of elevated...
The consolidation phase is upon us. It is more recognizably taking place, and as usual, causing investors to doubt...
Concern! If there is one major theme fast approaching investors and traders as we blast through record levels for...
Behavioral Finance tells us that you can broadly think of your happiness as just “Reality minus Expectations”. H =...
In the week that was, we had a rare 2018 example of market inefficiency. For much of the year...
by Paul Christopher, CFA, Head of Global Market Strategy and Gary Schlossberg, Market Strategist Key takeaways We expect that...
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