Weekly State of the Market: 11/6/2020

While markets continued to make new all-time highs this week, underlying breadth and momentum suggest caution in the near-term....

Chair Powell and the Fed make it crystal clear that their job fighting inflation remains unfinished. Ironically, while bonds...

Wayne and Seth tackle the macro-market issues of the day as the New Year takes shape. Take some time...

Cross-Asset Strategy: Equities rallied to YTD highs on optimism around a US debt ceiling resolution, a move that seems...

The world is an imperfect place! Remember that as an investor, engaged in an imperfect marketplace with imperfect systems,...

Sarcastically speaking, it’s a bit humorous how the recession vibes from early August have almost disappeared by the end...

The mid-cycle transition de-rating is advanced but unfinished. Falling earnings revision breadth this fall will likely complete that process....

This week, we provide feedback to our 2022 Outlook—spoiler alert—there wasn’t as much as usual. Meanwhile, consumers are opening...