The first week of a new year, and the markets continue to trend higher. We don’t know how long overbought conditions can last, but we know that should not be a priority consideration. Our #1 consideration is not to attempt to outthink the market. This will likely prove detrimental to our performance. When a severe correction is taking place, we…
The equity markets are on a 3-week winning streak, which is hard to accept given the quarter still ended...
By the team at Merrill Lynch Macro Strategy—Global Growth Weakening Fast, Fed On Track To Make Matters Worse: The...
Let’s begin with a mea culpa. In my note of 18 May 2023, I wrote that the risk/reward for equities...
Fear and uncertainty building short-term but so many resolved near term In the first two months of 2022, a...
2023 Global Economic Outlook • With financial conditions tightening and the winter aggravating China’s COVID and Europe’s natural gas...
The trading week that was proved confounding for many with twists and turns throughout the trading week. When it...
This past trading week, the markets continued to look beyond the rising COVID-19 infection rate and toward a future...
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