J.P. Morgan’s Michael Cembalest: Cicadian Rhythms

That’s a newer development for the market rally, down 2 consecutive weeks. Whether or not this detraction from the...

Macro Strategy—European Equity Risks Increase, Caution Still Warranted: Last month’s European Union (EU) parliamentary elections have marked a turning...

Welcome back Finom Group members! As we kick-off the monthly reporting cycle, we are recognizing gains for the first...

Behavioral Finance tells us that you can broadly think of your happiness as just “Reality minus Expectations”. H =...

 Chief Investment Office Macro Strategy Team at Merrill Lynch: Macro Strategy—Treasury Offsetting QT Until Mid-Year: The looming debt ceiling...

by Morgan Stanley’s Mike Wilson and Company Recent increase in Fed balance sheet is not QE, in our view…Many...

With the S&P 500 up more than 20% YTD, alpha has been harder to generate this year. Having the...