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…
Key takeaways Bank of America internal data suggests consumer spending was broadly stable in May, with Bank of America...
One of the issues with suggesting that the S&P 500 (SPX) over reacted to a growth slowdown in Q4...
MACROECONOMIC OUTLOOK: Our view is that the market turmoil and economic slowdown over the past 18 months is not...
As the evidence builds around our more bearish earnings outlook, the stock market has traded lower again. While we...
Please take some time to read this weekend’s 3rd party Research from DataTrek, Merrill Lynch and Fundstrat. We will...
Welcome back traders and investors. New highs, new highs and not quite new highs. What am I referring to?...
Cross-Asset Strategy: While growth risks are elevated, our base case looks for an acceleration in global growth in the...
David Tepper was once asked about his thoughts on Gold and whether or not it has a place in...
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