Disappointing retail sales and consumer sentiment suggest the US consumer is fading. Most blame Delta but we think this is more about a payback in demand. We reiterate our defensive tilt and remain underweight discretionary and most cyclical sectors. Inventories not as low as consensus believes. Is the US consumer fading? Never bet against the US consumer’s willingness to spend…
While there is some sympathy for our mid-cycle transition, most think it’s too early, or not worth acting on....
Many investors and traders were left feeling quite dejected the previous week, as a 6-week losing streak for the...
The coming week will prove a meaningful earnings week, as the Mega-cap Growth companies will be reporting their quarterly...
Leading up to the Friday trading session, the markets appeared to be expressing exhaustion and have been with overbought...
Many believe that bond yields will not be able to move up much, partly as there is no sustained...
Hardest thing for most traders/investors to do is to pull the trigger and execute the trade. They put risk...
Midweek, the markets took a turn for the worse in what is rapidly correlating to the spookiest month of...
If you’re not hedged already, there is probably no better time than the present to start considering how to...
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