When stocks and bonds send mixed signals, we listen to stocks more attentively. The underlying message is clear: Stay Defensively oriented because growth is going to disappoint. 1Q was tough but even worse under the hood. We chew on some charts to consider as we enter a pivotal earnings season. Listening Carefully…The internal message from stocks is diverging again from…
Strategy Equity and credit markets continue to grind higher, undisturbed by the recent rise in bond yields or...
August has proven itself to be a “Wall of Worry” and the point for which the former “good overbought”...
Now that’s how you bounce back from a sharp decline in the previous week. And why did markets bounce...
Welcome back ladies and gentlemen! This weekend’s Research Report will be abbreviated, as we maintain our outlook for 2024,...
The S&P 500 (SPX) flip flopped this week, but spent the last few days hovering around a 40-point range....
The following Alibaba fundamental research reporting is delivered via the team at Fundstrat: Summary While political risk has significantly...
That was the longest, short trading week I’ve ever experienced (Seth Golden taking the helm of this week’s reporting,...
This past trading week went exactly as investors/traders expected, after a ~2% pullback for the S&P 500 (SPX) the...
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