Corporate outlook continues to improve on stronger than expected economic and earnings recovery, constructive guidance, as well as positive balance sheet liquidity trends. Earnings recovery is ahead of expectation due to unprecedented policy supports during lockdowns, pickup in global business cycle, accelerated growth from long duration tech plays, and more recently dollar weakness. These long duration plays (~53% of S&P…
The S&P 500 (SPX) flip flopped this week, but spent the last few days hovering around a 40-point range....
U.S. equity markets demonstrated another remarkable turnaround on Wednesday as investors returned from the New Year holiday. At its...
Macro Strategy—Powell On A Mission: U.S. policymakers responded to the pandemic shutdowns with the most aggressive fiscal and monetary...
Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. In this week’s SOTM we...
J.P. Morgan’s Mike Ferolli Fundstrat’s Tom Lee Bank Of America’s Savita Subramanian
You’ve heard me say it time and time again, read it maybe a couple dozen times and possibly benefited...
“Waiting helps you as an investor and a lot of people just can’t stand to wait. If you didn’t...
Ahead of the holiday and turn of year period, Morgan Stanley publishes their outlook for 2023. The outlook is...
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