With financial conditions tightening and earnings growth slowing, the 12-month risk/reward for the broad indices looks unattractive at current prices. However, strong nominal GDP growth should continue to provide plenty of good investment opportunities at the stock level for active managers. Uncertainty breeds dispersion. The economic and political environment has been permanently altered from its pre-COVID days,although the changes are…
Macro Strategy—Trends from around the world show supply chain bottlenecks have been holding back global growth to a degree...
Divergence! A one-word sentence used appropriately to describe last week’s trading action where the Dow was significantly lower than...
Unfortunately our monthly-cycle, weekend macro-market Research Report will be postponed until Sunday October 30, 2022, due to an unexpected...
Another record closing week for the major indices, with all 3 achieving new all-time highs. Additionally, the S&P 500...
As we construct this weekend’s macro-market Research Report, the February Personal Income & Expenditures (PCE) data has been released....
With all the attention on rate moves so far this year, investors may soon shift that focus to growth....
Pundits and gurus master the art of going out on a limb without going out on a limb. ~Philip...
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