Macro Strategy—Soft Landing in Progress?: U.S. economic growth remains sturdy, and favorable recent inflation dynamics give the Federal Reserve (Fed) room to bring inflation closer to its 2% target without much damage to the labor market. In other words, the economy appears in the process of a soft landing. What’s more, the latest Global Wave indicator compiled by BofA Global…
“Everyone has the brain power to make money in stocks. Not everyone has the stomach.” ~Peter Lynch To review...
Cross-asset Strategy: The equity market sell-off is overdone in our view, and we reiterate our call to buy the...
Let’s begin with a mea culpa. In my note of 18 May 2023, I wrote that the risk/reward for equities...
If this were a Bear Market Rally then the S&P 500 gain of +17.19% off the decline of -23.55%...
By the team at Merrill Lynch Macro Strategy—Global Growth Weakening Fast, Fed On Track To Make Matters Worse: The...
That’s a newer development for the market rally, down 2 consecutive weeks. Whether or not this detraction from the...
The post-Trump election victory did not produce the widely anticipated and/or forecast downtrend in the equity markets. In fact,...
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