By David Kastner: Sector rotation is perhaps one of the best known and widely implemented investment strategies within equity portfolios. What is it and how does it work? Sector rotation is an active investment strategy in which equity sectors are tactically overweighted or underweighted against a benchmark weighting, such as the S&P 500®index. As you can see in the “quilt” chart…
The mid-cycle transition de-rating is advanced but unfinished. Falling earnings revision breadth this fall will likely complete that process....
The S&P 500 (SPX) has been on a wild ride this past trading week and it remains a guesstimate...
Dr. Ed Yardeni Go figure: Stocks & bonds sold off on Tuesday following a hotter-than-expected Q1 Employment Cost Index...
Capital Economics We think the 10-year Treasury yield will end the year well below its current level. The sell-off in...
Markets Are Discounting Machines.Financial markets look ahead and discount what humans often can’t see or even imagine. 2020 may...
Welcome back to Finom Group’s weekly Research Report cycle (3 weeks on, 1 week off). Investors have muddled through...
There is a great deal to discuss in this week’s research report, but we would be remised if we...
Despite the constant news flow and tweets discussing tariffs on Mexican imports, the S&P 500 (SPX) and peer indices...
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