The equity market is facing one of the best backdrops for sustained gains in years. After a prolonged period of elevated risks (global trade war, COVID-19 pandemic, US election uncertainty, etc.), the outlook is significantly clearing up, especially with news of a highly effective COVID-19 vaccine. We expected an imminent vaccine outcome and a rotation out of COVID-19 beneficiaries /…
by Paul Christopher, CFA, Head of Global Market Strategy and Gary Schlossberg, Market Strategist Key takeaways We expect that...
The ECI is the best measure of wage growth, but you still need to look under the hood, not...
The Major Trend Index remained at a High Neutral reading of +1 in the week ended May 17th. While...
Please click the following link to review our commentary on Sentiment, Leverage, Is it Early 2018 Again or…? What...
Pundits and gurus master the art of going out on a limb without going out on a limb. ~Philip...
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s...
“It’s not that optimism solves all of life’s problems; it is just that it can sometimes make the difference...
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