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…
While there are plenty of events and fundamental data points worth considering, we find many remain fixated on the...
The derating of stocks is not over but may take a pause as stimulus boosts liquidity. Our cycle analysis...
Big week for the S&P 500 (SPX), depending on which side of the fence you’re leaning of course! The...
The Paradox: The #1 concern for most investors/traders forces the diversification of a portfolio, which ultimately and perpetually underperforms...
Macro Strategy—Fixed Income Positioning: Be Circumspect and Mind the Disconnect: For the past several months, risk assets including credit...
EVERY BEAR MARKET EVER FOMO turns into, GIDOT (glad I don’t own that), everyone claims they were raising cash...
Macro Strategy—Expansion and Profits Growth to Continue in 2022: Current Federal Reserve (Fed) projections and the leads and lags...
Critical Technical Support Holds This week’s note will be shorter than normal given the Tech playbook note we also...
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