Cross-Asset Strategy: Friday’s strong CPI print that led to a surge in yields, along with the sell-off in crypto over the weekend, are weighing on investor sentiment and driving the market lower. However, we believe rates market repricing went too far and the Fed will surprise dovishly relative to what is now priced into the curve. The move in markets…
If we know that bad times are temporary and progress is undefeated, why is it so hard to stay...
After a really poor performance in October, the S&P 500 (SPX) rebounded in November. It may not have seemed...
With all the attention on rate moves so far this year, investors may soon shift that focus to growth....
J.C. Penney (JCP) reported less than expected top-line growth for the Q3 2016 period while reporting in-line EPS expectations. Last week,...
Over the past few days, economists and strategists are coming out with forecasts for economic growth, earnings, and asset...
A rumor has recently surfaced regarding the possibility, not the probability, but the possibility of Macy’s (M) selling itself....
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