Cross-Asset Strategy: The October US CPI release delivered the largest downward inflation surprise since the start of the pandemic, raising the likelihood of a soft landing scenario. However, with a Fed Funds rate close to 5%, a recession will be difficult to avoid unless the Fed more meaningfully pivots. As such, our optimism is tempered by the still elevated recession…
Yardeni Research US Economy I: Permabulls Versus Permabears. Some of our best friends are permabears. They are smart...
If you’re a brick & mortar retailer, your business has been under siege for a lengthy period of time....
We only know what we know! In the future, we’ll know more through experiences or dedicated educational exercises, or...
The US equity market continues to ride the wave of liquidity and seasonal FOMO. As we approach our bull...
Show Me the Money! 2020 was all about beta and understanding how equity markets trade in and around a...
After a lackluster week for equities in the middle of the month and heading into the end of the...
Investors are hopeful that April proves a better month for equities than did March and after closing out a...
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