The first rate cut is out of the way, but most were denying the majority probability spelling out a 50bps cut for the first rate cut of the easing cycle. While the Fed Fund Futures clearly indicated a 65% probability of a 50bps rate cut to be announced by the FOMC Wednesday, market participants allowed themselves to doubt what history…
A hotter but shorter economic cycle has implications for asset allocation as well as equity portfolio construction. In the...
Cross-asset strategy: Higher rates was one of late 2020’s most-consensus views, but higher rate volatility was not. Hence,...
Everyday I read The Chart Report. It’s a mixture of charts and thoughtful quotes for what I find to...
Back in the 1980s, Dr. Ed Yardeni popularized the phrasing that concerned an investor population, which was believed to...
No month-end equity selling but likely buying, what if ship breaks, Oil and CTAs Over the past few days,...
Has the COVID-19 reemerging positive case ratio finally caught up to what many have described as a market that...
The S&P 500 (SPX) spent the week rising, shy of a hick-up during the ECB rate announcement, and ended...
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