Flows & Liquidity: Are there similarities to January 2018?. Fri Jan 10 2020 A wide range of institutional investors appears to have raised their equity exposures markedly towards year end. This means 2019 is looking even stronger in terms of the equity flows that took place last year. But the comparison between 2020 and 2019 has mechanically worsened pointing to…
Everyday I read The Chart Report. It’s a mixture of charts and thoughtful quotes for what I find to...
With our view for lower multiples and earnings now more consensus, the markets are more fairly priced. However, it...
You’ve heard me say it time and time again, read it maybe a couple dozen times and possibly benefited...
Aggregate Estimates and Revisions by David Aurelio Fourth quarter earnings are expected to increase 11.9% from Q3 2016. Excluding the...
Cross-asset strategy: Higher rates was one of late 2020’s most-consensus views, but higher rate volatility was not. Hence,...
In some regards, an incumbent seeking reelection fits well into NDR’s historical analysis wheelhouse. The last presidentto not run...
With the Fire portion of our Fire and Ice thesis playing out, we await the timing and magnitude of...
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s episode, we take a look...
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