Good weekend all! Please take some time to review the thoughts and ideas concerning the macro-market landscape since the 2024 Election and around Wall Street. Additionally, we have update some of our key quantitative studies which remain in focus through year-end 2024. As the macro-market ushers in a new White House Administration, markets may attempt to forward discount the “goods…
Good Sunday morning to all! As mentioned throughout the week, due to the birth of my nephew, we will...
If you are invested in any major department store retail equity you are well aware of the absolute beating...
Core Services Inflation is Sticky, but the Fed is Exerting a Lot of Pressure Core CPI services inflation is...
Despite what has now been a near 10% S&P 500 (SPX) correction from it’s all-time high set in September,...
After a strong relief rally, the S&P 500 (SPX) once again suffered from selling pressure and ended in the...
Cross-Asset Strategy: US Q2 reporting delivered soft earnings growth and less upbeat corporate guidance, as corporates are seeing demand...
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