Growth is slowing for both the economy and earnings and is unlikely to bottom until 1H2022. Meanwhile, earnings revisions breadth has deteriorated sharply over the past month, a leading indicator for NTM EPS. Most of this deterioration has been due to costs and supply but demand looks vulnerable. Odds are increasing that growth will continue to slow well into 2022….
Why rising rates and a flatter curve signal a potential downturn: The U.S. economy has seen a prolonged period of growth without a recession. As the business cycle has...
Over the weekend the COVID-19 situation improved all the EU5 countries. Not only did the growth in net active...
This week’s focus is likely to be centered on CPI and the Fed. To us, that is yesterday’s news;...
There is nothing wrong with unbridled enthusiasm when it’s correlated to the appropriate level of rationale. That’s the premise...
Like many a retailer before Target (TGT), the big-box department store chain announced a dismal sales performance for the...
“Nobody can catch all the fluctuations. In a bull market your game is to buy and hold until you...
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