Key takeaways Soft landing (47% Bearish signals vs 58% in Sep-22), but still below-trend outlook; mfg take-off unlikely before easing Slow-but-steady pick up in world EPS to mid-single digit growth in the next 12 months; acceleration in core disinflation Weight of the evidence suggests a mildly positive narrative going into the year-end; higher-for-longer bond yields a risk Conflicting forces in…
Another roller coaster week in the markets has passed and with it dragging the major averages lower for the...
Since the start of the rate hike cycle in 2022, regional business cycles have weakened, earnings growth has stagnated...
It’s a new year, and come Monday, a new month as a typical February month is found for little...
Welcome to this week’s State of the Markets. This week’s episode will hope to find a video recording, but...
Equity Strategy Market Update, Style Positioning − Where does the Momentum Unwind stand? The recent market volatility has been...
Our discussions with clients are narrowing to two primary topics: Earnings and Inflation. On the former, we hear many...
Today, as part of the Golden Capital Portfolio holdings update, I will be adjusting capital exposure minimally with iPath S&P...
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