Cross-asset Strategy: Investor sentiment is reaching extreme weakness, with the AAII bull-bear survey metric recording its lowest reading since early March 2009, just before the GFC trough. This, in combination with light investor positioning and better than feared Q1 earnings, should allow the market to rebound. We reiterate Energy as our highest conviction sector OW given our supercycle thesis, stocks…
Volatility Review Monetizing the convexity risk premium, US structuredproduct dynamics, Positioning update Implied convexity continues to exhibit very high...
Biotechnology | North America COVID-19: Increasing ConvictionMultiple Vaccine Candidates WillHave Pivotal Data Before YE20 While a pre-election result is...
As the recovery from the 2018 correction continues, we evaluate price action through visual charts to determine what moves...
Since displacing the gains from January, which we believe is the best term to use, the S&P 500 (SPX)...
The past trading week almost mirrored what we saw 2 weeks ago when the S&P 500 (SPX) fell in...
In 2023, the S&P 500 gained 20% yet most investors sat on the sidelines as many expected the U.S....
This trading week was probably highly frustrating for a great many traders and investors alike. For anyone trying to...
By Ian Shephardson of Pantheon Macro Economic Slowing Wage Gains will Give the Fed Room to Pause, but not...
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