We remain constructive on equities and see the latest round of growth and slowdown fears premature and overblown. Even though equity leadership and bonds are trading as if the global economy is entering late cycle, our research suggests the recovery is still in early-cycle and gradually transitioning towards mid-cycle. While the second derivatives of macro-cyclical indicators in US and Asia…
Two-Hundred Years of Market Concentration in the United States Dr. Bryan Taylor, Chief Economist, Global Financial Data Investors have...
Investors are increasingly embracing the recovery. We laid out our bullish 12 month view in our 2021 Outlook (Show...
It’s not often that such a market rally, now nearly 2 months in the making, can frighten investors, but...
Humans are addicted to doomsday narratives. I’ve noticed that sometimes people WANT things to be worse than they are,...
To take a page out of last weekend’s Research Report, let’s highlight the theme centered on the probability of...
The S&P 500 (SPX) has run fast, furious and unabated in it’s journey toward the 3,100 level. The benchmark...
This past trading week, the markets continued to look beyond the rising COVID-19 infection rate and toward a future...
Last week we took a look at the price action of the S&P 500 after a very volatile week....
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