Corporate outlook continues to improve on stronger than expected economic and earnings recovery, constructive guidance, as well as positive balance sheet liquidity trends. Earnings recovery is ahead of expectation due to unprecedented policy supports during lockdowns, pickup in global business cycle, accelerated growth from long duration tech plays, and more recently dollar weakness. These long duration plays (~53% of S&P…
Cross-asset strategy: President Trump’s COVID-19 test revelation has accelerated his deterioration in the polls and betting odds that began...
They say there are only two certainties in life: Death and Taxes. Of course, as a colloquialism, it is...
The Mid-Cycle Transition Over the past month, we’ve taken a different path than most equity strategists. Rather than getting...
Does the Rotation Need a Vacation? The new leadership in small caps, cyclical stocks and commodities is well established...
Just 2 more trading days remain in 2019 and with that we are looking forward to the longest expansion...
That was the longest, short trading week I’ve ever experienced (Seth Golden taking the helm of this week’s reporting,...
The coming week will prove a meaningful earnings week, as the Mega-cap Growth companies will be reporting their quarterly...
Chief Investment Office Macro Strategy Team at Merrill Lynch: Macro Strategy—Treasury Offsetting QT Until Mid-Year: The looming debt ceiling...
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