Plunging Core Inflation and Slower Growth will Force the Fed’s Hand * The risk of recession persists, though our base case remains a soft landing. The surge in third quarter GDP growth was the reddest of herrings, and it will not be repeated. Activity was boosted by the lingering effects of rapid household income growth in the first half of…
This week, I had the pleasure of presenting our market outlook to clients at an event held at the...
Cross-Asset Strategy: Equities rallied to YTD highs on optimism around a US debt ceiling resolution, a move that seems...
The Major Trend Index remained at a High Neutral reading of +1 in the week ended May 17th. While...
Behavioral Finance tells us that you can broadly think of your happiness as just “Reality minus Expectations”. H =...
OVERVIEW Following on our series that was produced this year called “The Book of Great,” which discussed 10 separate...
Fed minutes disappoint with lack of inflation-targeting details or willingness to employ yield curve control. Meanwhile, the recovery is...
Welcome back investors and traders! This past week proved a pretty strong bounce-back week for markets after the prior...
IN THIS ISSUE Macro Strategy—A fundamental change in the Federal Reserve’s (Fed’s) approach to achieving its inflation target means...
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