A “soft landing” for the economy in the US seems increasingly possible, so we look back at previous similar episodes to get an idea of what might be ahead for equities there. Despite the Fed’s aggressive tightening cycle over the past year and a half, it looks increasingly likely that the US economy will avoid recession, and therefore that the Fed…
By Ellen Zetner chief U.S. ecoomist: We expect the Fed to hold the policy rate at 5.375% and to...
Correction has arrived, positioning and leverage should do the rest. A combination of peaking rate of change in M1/M2and...
Last week, the Q2 2018 reporting cycle kicked-off with some of the big banks reporting quarterly results. JP Morgan...
That was a pretty bullish end to an otherwise fear littered week that centered on two major points of...
With only a week of trading under our belts in 2017, maintaining a core short position in ProShares Ultra...
Just one week ago, the S&P 500 finished higher for the week by 4.9%, which seems a lifetime ago...
What does “back to the new future” mean? The era of quantitative easing and a quick trigger Fed easing...
While certain individual stocks demonstrated massive downside moves this past week, the indices managed a consecutive weekly gain. In...
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