Capital Market Outlook September 6, 2019 IN THIS ISSUE: • Macro Strategy—Central-bank easing and fiscal stimulus in a growing number of countries, together with the Federal Reserve’s (Fed’s) pivot from a hawkish to a dovish policy stance, appear to have helped diminish the downward global-growth momentum. While we are not surprised to see a rising risk of recession, we believe…
Welcome back investors and traders! This past week proved a pretty strong bounce-back week for markets after the prior...
Let’s begin with a mea culpa. In my note of 18 May 2023, I wrote that the risk/reward for equities...
Posted on January 3, 2019 by Andrew Thrasher, CMT There’s a saying that market tops are a process and...
Cross-Asset Strategy: The growth-policy tradeoff appears set to improve in 2H, and earnings revisions turned broadly positive in key...
The fears of profound losses to the equity markets in the event that tariffs have been increased were overblown…...
Last week’s tactical bullish call was met with doubt from clients, which means there is still upside as we...
Global Macro spotlight by Gary Schlossberg, Global strate We believe investors looking beyond this year’s expected economic boom can...
by Tom Lee The major event over the weekend is the failed assassination attempt against former President Trump. This...
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