Investors’ belief in a 2H EPS recovery is growing amid a stronger than expected reporting season. Meanwhile, the recent leading macro data have slowed further. We recommend owning high operational efficiency and earnings stability stories and offer related screens in today’s note. Investors’ belief in a 2H EPS recovery grows…The driving force behind the resiliency in earnings revisions breadth is…
Our new Fed forecast simply brings forward our call for lower equity valuations and raises the risk in the...
What a week, month I mean. The first three quarters of 2022 have been disasterous for investors of all...
If it’s been said once it has been said millions of times, “everyone would be a buyer if stocks...
Concern! If there is one major theme fast approaching investors and traders as we blast through record levels for...
We remain committed bulls over next 6-12 months. When bull markets simultaneously begin with a new economic cycle, they...
The Mid-Cycle Transition Over the past month, we’ve taken a different path than most equity strategists. Rather than getting...
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