A question facing most investors today is the outlook for equities, and more broadly market risk. This ties into the outlook for the COVID-19 recovery, inflation and various technical parameters (such as flows, positioning, volatility and bond-equity correlation). Recently, we have seen a number of strategists calling for a market correction or indicating equities are in a bubble. In the…
By Morgan Stanley’s Mike Wilson and Team With bond markets questioning the Fed’s dot plot, bond volatility has increased...
Fed minutes disappoint with lack of inflation-targeting details or willingness to employ yield curve control. Meanwhile, the recovery is...
STRATEGY: Stick with Epicenter in 2H2021. Strong markets stay strong. US COVID-19 deaths are “unvaccinated” Americans COVID-19 cases could...
“Markets are constantly in a state of uncertainty and flux and money is made by discounting the obvious and...
Does the Rotation Need a Vacation? The new leadership in small caps, cyclical stocks and commodities is well established...
When can the US achieve broad vaccination of its population: Using the current rate of daily vaccinations (red line,...
At first glance, U.S. equities seem to be riding a bullish wave. The S&P 500 is up more than...
12 month price momentum is a powerful driver of flows and performance. Over time, price momentum strategies aren’t mean...
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