Equities are facing one of the best backdrops for sustained gains next year. After a prolonged period of elevated risks (global trade war, COVID-19 pandemic, US election uncertainty, etc.), the outlook is clearing with the business cycle expanding and risks diminishing. We expect a “market nirvana” scenario for equities with the melt-up continuing into 1H21, driven by earnings recovery and…
Merrill Lynch: IN THIS ISSUE Macro Strategy—Is Stagflation Likely?: With inflation stubbornly high after briefly surpassing levels not seen...
You can know everything there is to know about markets, technicals, fundamentals and still be a poor investor/trader… why?...
When you feel like giving up, realize that at that very moment, you are at the same fork in...
Soon after both Macy’s (M) and Kohl’s (KSS) reported negative holiday sales comparisons of greater than 2%, J.C. Penney...
The situation at Macy’s (M) is as bad as it was when I began covering the company in January...
Just 10 days ago, the Federal Reserve signaled a likely pause in the rate hiking campaign to fight inflation....
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