Merrill Lynch: Macro Risk Macro Strategy—Risky Business (Cycle): We believe the probability of a recession this year is low and remain overweight Equities for now, but business cycle risk is rising for a number of reasons. Inflation is one of the biggest risks, as it could drive the Federal Reserve (Fed) to induce a recession. Nonfinancial profit margins are already…
Welcome to this week’s State of the Markets. Please click the following link to review the SOTM video. Our emphasis in this week’s SOTM...
A midterm election cycle and year 2 of a Presidential cycle with rising rates and potentially peak inflation have...
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s episode, we record live on...
Many investors have become quite frustrated by the stock markets’ performance relative to their own portfolio performance. 2024 is...
IN THIS ISSUE • Macro Strategy—Alongside a sharp contraction in economic activity, the equity market has already seen a...
If there is 1-thing I’ve learned from the markets over my 24 years, it’s that down is going to...
For those disappointed that February’s employment report won’t be released until March 10th, we have something to consider in...
In my conversations over the years with retail investors — many of whom are novices (not that there’s anything...
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