If you were asked to do nothing as an investor for the week to come, could you do it? Sometimes the simplest and most appropriate measure to take is the most difficult for investors and traders alike. We think this is an appropriate manner in which to contextualize markets near-term and with respect to growing macro-uncertainties caused by COVID-19. Having…
On markets, not much has changed since our August Rasputin piece. While most leading indicators point to weaker US...
Equity Risk Premium holds key inputs/ingredients After major market sell-offs, it becomes increasingly difficult to achieve lower-lows. They are...
Macro Strategy—Powell On A Mission: U.S. policymakers responded to the pandemic shutdowns with the most aggressive fiscal and monetary...
When can the US achieve broad vaccination of its population: Using the current rate of daily vaccinations (red line,...
Posted on August 6, 2018 by Andrew Thrasher, CMT I’ve spent a great of time looking at and...
A rumor has recently surfaced regarding the possibility, not the probability, but the possibility of Macy’s (M) selling itself....
by Tom Lee The major event over the weekend is the failed assassination attempt against former President Trump. This...
By Morgan Stanley’s Mike Wilson and Team With bond markets questioning the Fed’s dot plot, bond volatility has increased...
JPM Market Recap
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JP Morgan Market Volatility Report
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