Cross-asset Strategy: The equity market sell-off is overdone in our view, and we reiterate our call to buy the dip, particularly in cyclicals and small caps. Stocks are in bear market territory and erased their post-pandemic re-rating, small cap valuations are at 20Y lows, and investor sentiment is bearish. Many market metrics such as recent performance of high vs. low…
For those disappointed that February’s employment report won’t be released until March 10th, we have something to consider in...
Equity Strategy Market Update, Style Positioning − Where does the Momentum Unwind stand? The recent market volatility has been...
Markets: Job openings fell in September according to the latest JOLTS report out today, while our “Take this job...
It’s difficult to be too optimistic with another 75bps rate hike (almost certainly) coming next week, and especially given...
If this were a Bear Market Rally then the S&P 500 gain of +17.19% off the decline of -23.55%...
Who needs a reset? Is it the S&P 500 (SPX), the forward price/earnings (P/E) multiple, the Nasdaq (COMPQ), the...
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