Cross-Asset Strategy: The growth-policy tradeoff appears set to improve in 2H, and earnings revisions turned broadly positive in key regions. Chinese equities may have reached their turning point as lockdowns begin to ease, growth support measures continue, and news reports that China is about to conclude its probe into Didi suggest regulatory risks are easing. Bond yields were higher, with…
Markets are fundamentally volatile. No way around it. Your problem is not in the math. There is no math to...
Macro Strategy—Trends from around the world show supply chain bottlenecks have been holding back global growth to a degree...
Equity Strategy Market Update, Style Positioning − Where does the Momentum Unwind stand? The recent market volatility has been...
Aggregate Estimates and Revisions by David Aurelio Fourth quarter earnings are expected to increase 11.9% from Q3 2016. Excluding the...
During the holiday shortened trading week, the excitement was already anticipated and proclaimed by the bulls with strong market...
Since the S&P 500’s 8-day win streak ended on November 8th, I think we can say that the market...
A new COVID variant started the ruckus for markets, but we view that as secondary to the real culprit—the...
Capital Market Outlook September 6, 2019 IN THIS ISSUE: • Macro Strategy—Central-bank easing and fiscal stimulus in a growing...
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