Entering the trading week, we were of the opinion that the rally in the major averages from the previous week would find a continuation of that rally. In looking at market breadth/internals as well as what was expected to be a favorable financial sector reporting season, we offered the following in last week’s Research Report: Based on history, it would…
Market and Volatility Commentary Upside for EM Equities and Value; Evolution of the Trade War; End of Cycle and Fiscal...
We remain constructive on equities and see the latest round of growth and slowdown fears premature and overblown. Even...
The Federal Reserve has not yet begun easing, but “Easing” is a multi-dimensional event, and increasingly, the outlines of...
The table has turned. In 2022, the S&P 500 (SPX) and peer indices finished the first half of the...
I don’t know that there were many investors/traders who anticipated the route in markets this past week, but there...
Just 10 days ago, the Federal Reserve signaled a likely pause in the rate hiking campaign to fight inflation....
“At the bottom, stocks will be cheap and no one will care.” ~Bob Farrell “When it’s time to buy,...
Our discussions with clients are narrowing to two primary topics: Earnings and Inflation. On the former, we hear many...
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