The S&P 500 (SPX) did exact what everyone expected it to do this past trading week. If you believe that everyone had the same expectations and the expectations were exactly executed in price action, I have a bridge to sell you! The reality is that the best expectations are satisfied by considering the long-term trend and participating with a flexible,…
The major indexes posted slight weekly losses last week. The Dow and S&P 500 both fell 0.5% for the...
Cross-Asset Strategy: Friday’s strong CPI print that led to a surge in yields, along with the sell-off in crypto...
Like many a retailer before Target (TGT), the big-box department store chain announced a dismal sales performance for the...
Last week’s tactical bullish call was met with doubt from clients, which means there is still upside as we...
After 3 consecutive years of double-digit returns for investors who stayed the course, through the ups and downs, downs...
Macro Strategy—Fixed Income Positioning: Be Circumspect and Mind the Disconnect: For the past several months, risk assets including credit...
Equity sentiment declined for the first time since May Our Sell Side Indicator (SSI) is a contrarian sentiment barometer...
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