Cross-asset strategy: Almost irrespective of macro tremors like the Texas energy shock, Bonds continue to telegraph confidence in the economy and skepticism of Fed guidance. That’s unsurprising given a Fed/fiscal experiment with a Yellen Treasury slogan (“go big”) to rival a Yellen Fed slogan from 2016 (“high-pressure economy”). It seems premature to fret about an inflation overshoot when +2% core…
With the S&P 500 up more than 20% YTD, alpha has been harder to generate this year. Having the...
Disappointing retail sales and consumer sentiment suggest the US consumer is fading. Most blame Delta but we think this...
Mid-Cycle Brings More Risk than Reward We’re entering mid-cycle faster than normal. Rate of change on growth & policy...
“Time in the market” is only a benefit if the market is heading in a positive direction. Otherwise, idleness...
I leave the country for one week, one week and return to discover that volatility has remained relatively low....
Last year proved a painful time to be an investor, and for the most part, it didn’t matter what...
Welcome back traders and investors! It is still a tricky, and muddled trading landscape. We have entered the 4th...
Ahead of the holiday and turn of year period, Morgan Stanley publishes their outlook for 2023. The outlook is...
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