In January, the “inventor” of the yield-curve indicator—Campbell Harvey of Duke University—suggested that the inversion of the 10Y/3M spread was “flashing a false signal,” and a U.S. recession would be avoided. But as the inversion deepened, Harvey abandoned that view, moving squarely into the recession camp. We respect his flexibility. Today, we have another economist casting doubt on her own…
Cross-asset Strategy: Stocks and bonds continued to sell off last week on central bank hawkishness. The hawkish Fed outcome...
The famine in small cap performance that has seen relative returns wither and fade is now in its seventh...
We want to begin this week’s research report with a quick look back at what some might argue was...
Soon after both Macy’s (M) and Kohl’s (KSS) reported negative holiday sales comparisons of greater than 2%, J.C. Penney...
Key talking points Bank of America aggregated credit and debit card spending was up 11% year-over-year (YoY) in June....
By Merrill Lynch Macro Strategy—Deep Credit Restraint Likely In The Pipeline: Rapid-fire Federal Reserve (Fed) interest rate hikes...
As we entered 2024, investors have been told that just because the calendar changes that doesn’t mean the market...
The Major Trend Index remained at a Neutral reading of zero in the week ended August 23rd. The MTI...
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