Growth is slowing for both the economy and earnings and is unlikely to bottom until 1H2022. Meanwhile, earnings revisions breadth has deteriorated sharply over the past month, a leading indicator for NTM EPS. Most of this deterioration has been due to costs and supply but demand looks vulnerable. Odds are increasing that growth will continue to slow well into 2022….
Let’s get right to the heart of the matter and as we look forward to the coming week, which...
Key takeaways Soft landing (47% Bearish signals vs 58% in Sep-22), but still below-trend outlook; mfg take-off unlikely before...
The analysis and Research within comes via the monthly Macro-Memo from RBC Capital Wealth Advisors: We have been predicting...
Please take some time to read this weekend’s 3rd party Research from DataTrek, Merrill Lynch and Fundstrat. We will...
Some macroeconomic storm clouds are brewing. Markets are fleeing for shelter in Treasuries, leaving behind almost everything else, including...
It’s enough to make you close up shop and seek out a new career if you’re a portfolio or...
“Waiting helps you as an investor and a lot of people just can’t stand to wait. If you didn’t...
In this week’s research report we are going to cover a few topics. The first topic centers on the...
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