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…
We’ve made it through another topsy-turvy week in the equity markets relatively unscathed. There was a good deal of...
By David Kastner: Sector rotation is perhaps one of the best known and widely implemented investment strategies within equity portfolios....
As the recovery from the 2018 correction continues, we evaluate price action through visual charts to determine what moves...
Chair Powell and the Fed make it crystal clear that their job fighting inflation remains unfinished. Ironically, while bonds...
‘Fire’ AND ‘ice’ persist in the US…Monetary policy continues to tighten as confirmation emerges that growth is slowing (PMIs...
Some 90% of RIAs can’t analyze markets with any proficiency! Some 90% of analysts can’t advise clients in a...
Like many a retailer before Target (TGT), the big-box department store chain announced a dismal sales performance for the...
With the halfway point of 2023 two weeks away, the S&P 500 has broken out to a 12-month high....
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