This article first appeared in Financial Times: Jennifer Ablan, Colby Smith, Richard Henderson in New York and Joe Rennison in London DECEMBER 31 2019 The U.S. equity and bond rally that everyone hates will continue in 2020. That is the verdict from some of the biggest strategists and investors on Wall Street. These market-watchers also forecast modest profits in US…
Cross-Asset Strategy: As geopolitical risks intensified over the past month, our OWs in Commodities and Energy stocks outperformed, while...
Last week was “stress test” of sorts for equity markets. The combination of “hot” ISM, coupled with Fed members...
Scary prescient, scary! I’m referring to what our chief market strategist Seth Golden wrote in last week’s Research Report....
Sentiment: Plenty of believers = tactical risk in early 2024 Sentiment indicators such as Farrell Sentiment, asset manager S&P...
While expected, we think the Fed’s pivot to a more aggressive tapering schedule poses a larger risk for asset...
1Q 2019 Market Letter The bull market that began in early March 2009 passed its 10th birthday last month,...
When stocks and bonds send mixed signals, we listen to stocks more attentively. The underlying message is clear: Stay...
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