IN THIS ISSUE Macro Strategy—A fundamental change in the Federal Reserve’s (Fed’s) approach to achieving its inflation target means monetary policy is shifting from a headwind to a tailwind in 2020. The pattern of the U.S. business expansion over the past 10 years shares many similarities to the previous longest expansion in the 1990s. Like that episode, we believe the…
Last week was “stress test” of sorts for equity markets. The combination of “hot” ISM, coupled with Fed members...
Good weekend to everyone and with the final trading day of calendar year 2018, we can’t help but desire...
Cross-Asset Strategy: US Q2 reporting delivered soft earnings growth and less upbeat corporate guidance, as corporates are seeing demand...
We’re going to take the lengthy edge of verbiage off of this week’s research report by focusing more narrowly...
Key takeaways Bank of America internal data suggests consumer spending was broadly stable in May, with Bank of America...
Disappointing retail sales and consumer sentiment suggest the US consumer is fading. Most blame Delta but we think this...
Let’s get right to the heart of the matter and as we look forward to the coming week, which...
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