Larger narrative is Fed “disinflation” is a massive course correction. Strong Jan equity returns borrowing from Feb, but dip buying still makes sense. (by Fundstrat) The January jobs report was strong = Fed wary, but also means US not in recession = good The strong January jobs report (+517k vs 188k expected), along with strong JOLTS (aka job openings) and…
The bounce back in markets this past week was quite telegraphed in the historical data we presented in the...
Fitbit (FIT) entered its Q2 2017 quarterly report with its stock performing at its lowest valuation since becoming a...
To kick off the MS Global Healthcare Conference, onSeptember 14, Risinger and Harrison hosted former FDACommissioner Dr. Scott Gottlieb...
There are now at least 4 key ingredients drawing upon investor fears and which have resulted in a May,...
The situation at Macy’s (M) is as bad as it was when I began covering the company in January...
Introduction The U.S. economy will struggle in 2023 with halting growth and higher unemployment. Recession is a serious threat....
Closing out the 1st week of earnings season found the major averages higher last week. In the wake of...
Macro Strategy—Expansion and Profits Growth to Continue in 2022: Current Federal Reserve (Fed) projections and the leads and lags...
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