Markets to continue following the path of COVID recovery Cross-asset Strategy: Risk markets recovered from the technical sell-off, as we called for last week. COVID cases continue to decline (falling by ~28% in the US and ~13% globally over the past week), which we believe remains the main driver of risk markets, and this trend is likely to continue in…
WAR is stressing global supply chains, inflation rises yet the S&P 500 went RISK-ON over the last two weeks!...
“Good to know” does not mean what we know is altogether practical. Welcome back investors and traders, to more...
The past trading week almost mirrored what we saw 2 weeks ago when the S&P 500 (SPX) fell in...
It really feels like the markets have not traveled too low or too high since hitting their peaks in...
Market and Volatility Commentary: COVID-19 herd immunity and importance of regional datasets – Gangelt, Faroe, Iceland and UAE; Fed’s...
The mid-cycle transition de-rating is advanced but unfinished. Falling earnings revision breadth this fall will likely complete that process....
1. The economy is holding up better than expected, but recession risk remains. In the third quarter, easing inflation...
Cross-asset Strategy: Stocks and bonds continued to sell off last week on central bank hawkishness. The hawkish Fed outcome...
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