By Ellen Zetner chief U.S. ecoomist: We expect the Fed to hold the policy rate at 5.375% and to cautiously shift communication from how high to how long. We continue to see it remaining on extended hold until its first cut in June 2024. Our strategists stay long UST 10y. We expect the Fed to keep the target range for…
Macro Strategy—Equity Market Climbs A “Wall Of Worry” Yet Again: Moderating domestic demand growth, big energy price declines, loosening...
Last week, the Q2 2018 reporting cycle kicked-off with some of the big banks reporting quarterly results. JP Morgan...
What Makes A Great Investor? Posted on July 12, 2018 by Andrew Thrasher, CMT There are many ideas to...
Good morning fellow investors. This week’s Research Report will hit with greater brevity than you’ve seen with many of...
Cross-Asset Strategy: As we indicated in a previous report, a combination of a strong recovery in demand, easy policy,...
Barron’s: What’s the good word, if any, on the economy and the markets? Jeffrey Gundlach: We are more cautious...
If you came to the markets in 2008, that you likely will relate everything since and to come to...
“Markets are constantly in a state of uncertainty and flux and money is made by discounting the obvious and...
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