Cross-Asset Strategy: Clients have asked about our conviction in the pro-cyclical trade given the recent decline in bond yields. In other words: “do bonds know something about macro fundamentals that equities and commodities don’t?” Our answer is ‘no’, and we explain the technical drivers likely responsible for the recent bond rally. We advise clients to stay in reflation, reopening, inflation…
It was a far less interesting week in the markets than the 2%+ decline in the Nasdaq, on Thursday,...
The S&P 500 (SPX) came within 9 points of reaching it’s all-time record high earlier in the trading week...
Since 2014, Bed Bath & Beyond has found itself in the precarious situation that has plagued many a brick...
Welcome back investors! In this weekend’s macro-market Research Report, we intend to catch-up on the markets’ year-to-date performance and...
A Note: Structurally, the market needs breadth to improve this week, which demands improved performance from Equal-Weights and Small-Caps!...
The headlines were daunting and played out in price action this past week much as the first 100+ days...
You will hear plenty of commentary from Fitbit (FIT) fans and investors regarding the future of Fitbit with a...
JPM Market Recap
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