Pfizer has not yet accrued the32 COVID infections for its 1st interim analysis: The fact that Pfizer’s first interim has not been triggered suggests the participants enrolled in the trial may have lower exposure to COVID-19 compared to the general population and/or reported COVID infections overestimating the rate of symptomatic infections. We adjusted our assumptions on the infection rate in…
Welcome to this week’s State of the Markets. Please click the following link to review the SOTM video. In this week’s episode we discuss...
US Equity Strategy Style Positioning, Value Squeeze, Winner Takes All Rising odds of a sharp Value squeeze in the...
Goldman Sachs chief political economist Alec Phillips Goldman Sachs now offers that it’s “base case” for the next fiscal...
For those disappointed that February’s employment report won’t be released until March 10th, we have something to consider in...
Trading this market can be quite frustrating, with historically high likelihood setups repeatedly failing. I keep myself sane by...
Key Metrics Earnings Growth: For Q4 2021, the estimated earnings growth rate for the S&P 500 is 21.2%. If...
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