Macro Strategy—Expansion and Profits Growth to Continue in 2022: Current Federal Reserve (Fed) projections and the leads and lags involved between changes in monetary policy and changes in economic conditions suggest policy will not become a meaningful restraint to growth in 2022, so real growth is likely to remain above trend and inflation high, in our view. The steepening yield…
Based solely on calendar patterns, January’s S&P 500 gain is a mild positive for stocks over the remaining months...
Another choppy, headline-driven trading week. Fortunately the choppiness resolved itself to the upside and further erased the previous week’s...
What a week it was for the major averages. The meteoric rise would almost have to find perma-bears and...
Despite all the uncertainty across today’s global capital markets, we are poised to enter 2023 with a more constructive...
Volatility Review 19 February 2019 Equity Derivatives Strategy Bram Kaplan, CFA AC, Marko Kolanovic, PhD Positioning update, RTY and...
The ~3% drawdown in the S&P 500 this week took many by surprise. A key feature of this likely...
The last two trading weeks have not made the bulls whole, but have certainly slashed the hopes of those...
From inside Oaktree Financial Services monthly newsletter, written by famed investor Howard Marks. Here’s an excerpt from an excellent...
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