Cross-asset Strategy: Investor sentiment is reaching extreme weakness, with the AAII bull-bear survey metric recording its lowest reading since early March 2009, just before the GFC trough. This, in combination with light investor positioning and better than feared Q1 earnings, should allow the market to rebound. We reiterate Energy as our highest conviction sector OW given our supercycle thesis, stocks…
1H22 was challenging for most risk assets as the Fed pivoted more sharply than most expected. The de-rating for...
The S&P 500 (SPX) spent the week rising, shy of a hick-up during the ECB rate announcement, and ended...
Big week for the S&P 500 (SPX), depending on which side of the fence you’re leaning of course! The...
“You want the truth; you can’t handle the truth”! I have been covering Fitbit (FIT) since January of 2016....
Ahead of the holiday and turn of year period, Morgan Stanley publishes their outlook for 2023. The outlook is...
There are two more trading weeks remaining in the Q1 2019 period. The S&P 500 (SPX) is up some...
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