Welcome back to our weekly Research Report cycle (3-weeks on, 1 week off). The markets are expressing a very consistent pattern that we’ve analyzed and outlined for several months, as the bear market cemented itself in 2022. The good news is that the bear market may have moved from cementation to culmination. The technical analysis we’ve studied over the last…
Cross-asset Strategy: Investor sentiment is reaching extreme weakness, with the AAII bull-bear survey metric recording its lowest reading since...
“Bear markets do not end until: 1) sellers have panicked; and 2) buyers are panicked to buy again.” ~The...
Macro Strategy—Businesses have responded to unprecedented U.S. consumer-demand strength and rising capacity utilization rates by bringing real equipment investment...
U.S. equity markets demonstrated another remarkable turnaround on Wednesday as investors returned from the New Year holiday. At its...
by Ian Shephardson of Pantheon MacroEconomic ADP and JOLTS are Unreliable Guides to Labor Market Trends The record of...
Macro Strategy—Powell On A Mission: U.S. policymakers responded to the pandemic shutdowns with the most aggressive fiscal and monetary...
Weekly Warm-up: More on The Mid Cycle Transition to Quality; Staples over Discretionary Last week we argued for a...
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