Equity sentiment declined for the first time since May Our Sell Side Indicator (SSI) is a contrarian sentiment barometer that tracks sell side strategists’ average recommended allocation to equities in a balanced fund. The indicator declined 37bp last month to 53.1% as the S&P 500 fell 2.2% (its third consecutive month of losses). This marks the first drop in equity…
IT’S OFFICIAL! The S&P 500 has achieved our year-end price target of 4,750, formerly disseminated within our weekly Research...
Cross-asset strategy: Higher rates was one of late 2020’s most-consensus views, but higher rate volatility was not. Hence,...
Welcome back to our weekly Research Report cycle (3-weeks on, 1 week off). The markets are expressing a very...
Hindsight is 20/20, as they say, but regret is front of mind and stickier than even inflation proposes. When...
They have been proclaiming a slowing labor and employment market for weeks, if not months. Has the Unemployment Rate...
“Experience is what you get when you don’t get what you want.” ~Howard Marks So if you missed the...
After last week’s inflation and jobs reports, the debate rages on about what the Fed will do with interest...
There are now at least 4 key ingredients drawing upon investor fears and which have resulted in a May,...
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