Equity Strategy Market Update, Style Positioning − Where does the Momentum Unwind stand? The recent market volatility has been largely a function of a painful underlying market rotation out of high Momentum and expensive Growth stocks as rates and inflation expectations underwent a sharp adjustment. We see higher rates largely as a function of earlier and stronger than expected economic…
Powell made it clear the Fed will do whatever is necessary to maintain price stability which means tighter financial...
In this week’s State of the Market we review a couple of key breadth indicators that may help to...
The Major Trend Index moved up to the neutral zone in the week ended November 17th, winding up a...
Market and Volatility Commentary December Post-Mortem, Signals from Fund Flows, Role of Systematic Flows and Reversion December Post-Mortem Over...
Since at least Jackson Hole, the narrative has been that inflation is a big problem, and the Federal Reserve...
Welcome to this week’s State of the Markets. Please click the following link to review the SOTM video. Our emphasis in this week’s SOTM...
Stocks danced higher this past week to produce their best week since February. The Dow Jones Industrial Average (DJIA)...
Equity Risk Premium holds key inputs/ingredients After major market sell-offs, it becomes increasingly difficult to achieve lower-lows. They are...
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