A strong US consumer setup at a time of economic reopening to unleash pent-up demand and drive growth. Our positive 2021 outlook was anchored on stronger and earlier-than-expected consumer recovery and pickup in mobility post-Covid-19 vaccine, releasing cyclical and pent-up demand. We expect consumers to blowout expectations for rest of the year given: (1) economic reopening with pandemic effectively ending…
Fitness tracker or a smartwatch? Well, that’s a question that was asked a couple of years ago, but plainly...
For volatility ETP (exchange-traded product) traders, there are a range of products from which to choose. Some are relatively...
To kick off the MS Global Healthcare Conference, onSeptember 14, Risinger and Harrison hosted former FDACommissioner Dr. Scott Gottlieb...
Cross-asset strategy: This week’s Fed reiteration that it won’t hike for about three years despite extraordinary fiscal stimulus...
“The most important financial lessons aren’t learned slowly during bull markets. They are seared into your brain in bear...
The derating of stocks is not over but may take a pause as stimulus boosts liquidity. Our cycle analysis...
Last year proved a painful time to be an investor, and for the most part, it didn’t matter what...
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