To suggest that the rally off of the October 27, 2023 low has been impressive probably does not do the rally enough justice. The S&P 500 (SPX) benchmark index is now up 16 of the last 19 weeks. During this period, the S&P 500 rallied more than 24%, impressive. This is the 20th such occurrence whereby the index has been…
IN THIS ISSUE • Macro Strategy—Housing activity and prices are currently picking up, supported by a convergence of cyclical,...
In The Illusion of Knowledge (September 2022), I railed against macro forecasting, which in our profession mostly concerns the next year...
Price momentum is a key driver of sentiment, especially in a late cycle environment when uncertainty about the outcome...
To achieve long-term success over many financial market and economic cycles, observing a few rules is not enough. Too...
Welcome back! Every week, Seth and I discuss all the facets of the market and what are the factors...
Cross-Asset Strategy: The October US CPI release delivered the largest downward inflation surprise since the start of the pandemic,...
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