Wall Street Firms Have Mixed Feelings About Macro-Markets

In light of declining volatility – the VIX index and its term structure started to normalize Wednesday – where...

Key talking points Bank of America aggregated credit and debit card spending was up 11% year-over-year (YoY) in June....

If you came to the markets in 2008, that you likely will relate everything since and to come to...

Just 10 days ago, the Federal Reserve signaled a likely pause in the rate hiking campaign to fight inflation....

The bull vs. bear battle wagered on this past trading week, as the bears attempted to wrestle back into...

In The Illusion of Knowledge (September 2022), I railed against macro forecasting, which in our profession mostly concerns the next year...

January 13, 2023 by Doug Ramsey of Leuthold Group This year is off to a much stronger start than...