Strategy Equity and credit markets continue to grind higher, undisturbed by the recent rise in bond yields or negative news about corporate taxation. The majority of investors appear to be focusing instead on the fundamental drivers of risk markets such as the growth and earnings trajectories which appear to remain very supportive for risk assets. Retail investors appear to…
With all the attention on rate moves so far this year, investors may soon shift that focus to growth....
So this just happened: The S&P 500 gained 3.9% from the day of the Fed hike through the following...
Every time the market falls a little, we worry it’s going to fall a lot. ~Michael Batnick When it...
That makes a 3-week winning streak for the major averages. The S&P 500 rose roughly 1% in the past...
It was a far less interesting week in the markets than the 2%+ decline in the Nasdaq, on Thursday,...
The equity market is facing one of the best backdrops for sustained gains in years. After a prolonged period...
Models are useful. They help us understand the world around us and aid us in predicting what will happen...
Macro Strategy—Expansion and Profits Growth to Continue in 2022: Current Federal Reserve (Fed) projections and the leads and lags...
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