Cross-asset Strategy: Stocks and bonds continued to sell off last week on central bank hawkishness. The hawkish Fed outcome with significant upward revision to the dots leads us to now expect a terminal rate of 4.5% by early 2023. While the market has now settled into a view that Fed will continue with outsized hikes, we don’t believe one should…
The explosion of interest in artificial intelligence this year has fueled a major rally in technology stocks, with a concentrated group...
Retail earnings and sales results will come into focus this week and remain in focus through the following week...
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 take a look...
Markets are showing increasing stress, deteriorating market internals/breadth, and investors will advantage themselves with a game plan. Check out...
Flows & Liquidity: Are there similarities to January 2018?. Fri Jan 10 2020 A wide range of institutional investors...
In the U.S. retail landscape, the strength seen this past holiday season continued into the first quarter of 2018....
MarketWatch.com – Top Stories
