Cross-asset strategy: Higher rates was one of late 2020’s most-consensus views, but higher rate volatility was not. Hence, this week’s broad deleveraging across Equities, the EM complex and parts of Commodities as the DM Bond sell-off became disorderly. US money markets have been too quick to price the beginning of the end of easy money, which is one reason…
Cross-Asset Strategy: US Q2 reporting delivered soft earnings growth and less upbeat corporate guidance, as corporates are seeing demand...
To kick off the MS Global Healthcare Conference, onSeptember 14, Risinger and Harrison hosted former FDACommissioner Dr. Scott Gottlieb...
The Major Trend Index moved up one notch to a net reading of zero (Neutral) in the week ended...
Models are useful. They help us understand the world around us and aid us in predicting what will happen...
Like many retail names, J.C. Penney (JCP) has reported a disappointing holiday sales period. With the retailer’s CEO previously...
NVIDIA reported Oct results (revenue/GMs/EPS ) well above consensus and off of a higher Oct-Qtr revenue base, the team...
After 3 full trading weeks, and an additional 3 trading days this past week, the S&P 500 (SPX) managed...
IN THIS ISSUE • Macro Strategy—Alongside a sharp contraction in economic activity, the equity market has already seen a...
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