With defensive stocks now expensive and offering little absolute upside, the S&P500 appears ready to join the ongoing bear market. Defensives can still outperform but it’s just a relative trade at this point. Inflation is peaking but that’s not bullish, because it means margins & EPS have peaked too. Harder to hide… Over the past year,equity markets have provided plenty…
“An investor’s job is not to avoid the pain but to endure it.” If you would like to...
IN THIS ISSUE • Macro Strategy—Housing activity and prices are currently picking up, supported by a convergence of cyclical,...
In the week that was, we had a rare 2018 example of market inefficiency. For much of the year...
Last week’s Payrolls numbers were modestly disappointing but wage growth is showing real signs of upside pressure. In short,...
Welcome back investors! In this weekend’s macro-market Research Report, we intend to catch-up on the markets’ year-to-date performance and...
A new COVID variant started the ruckus for markets, but we view that as secondary to the real culprit—the...
The major indexes posted slight weekly losses last week. The Dow and S&P 500 both fell 0.5% for the...
Retail sales have been a disappointment now for three consecutive months and as such this may lead to downward...
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