After The First Rate Cut

While the Nvidia hype would make you believe the company owns and drives the entire AI narrative, investors would...

Our discussions with clients are narrowing to two primary topics: Earnings and Inflation. On the former, we hear many...

“Bear market rallies are labeled because things get so badly discounted they foster the idea that it has to...

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

Macro Strategy—Equity Market Climbs A “Wall Of Worry” Yet Again: Moderating domestic demand growth, big energy price declines, loosening...

by Michael Cembalest

Hindsight is 20/20, as they say, but regret is front of mind and stickier than even inflation proposes. When...

What a quarter, right? The Q1 2023 period was a rollercoaster ride unlike any in recent history, as the...