Nothing moves sentiment more than price! You’ve probably heard that phrasing before? The phrasing basically suggests that despite all the variables at play for any given time period, whatever price is doing that tends to be the most influential variable moving investor risk appetite and strategists’ outlook for price action. We saw how this principle of analyzing market sentiment played…
With the Fed’s pivot now well understood and appreciated, investor attention now turns to growth which is slowing faster...
Thank you for joining us for this week’s State of the Market. My voice is back, to a greater...
Thank goodness that is over with; September and the historically weaker returns associated with Q3 are complete! The period...
Disappointing retail sales and consumer sentiment suggest the US consumer is fading. Most blame Delta but we think this...
Just one week ago, the S&P 500 finished higher for the week by 4.9%, which seems a lifetime ago...
The market is testing investors and traders alike. That is what the market tends to do during corrections; it...
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s episode, we take a...
The derating of stocks is not over but may take a pause as stimulus boosts liquidity. Our cycle analysis...
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