Despite all the uncertainty across today’s global capital markets, we are poised to enter 2023 with a more constructive tilt, especially on many parts of Credit. Our basic premise is that it will be easier to navigate inflation’s negative impact on corporate earnings and consumer balance sheets in 2023 than it was to invest with inflation continually surprising central banks…
NVIDIA reported Oct results (revenue/GMs/EPS ) well above consensus and off of a higher Oct-Qtr revenue base, the team...
Correction right on schedule.2 weeks ago we called for a second 10% correction in as many months as we...
This week is going to be a very critical week for the retail sector. With many retail stocks expressing...
The first couple of trading days of the New Year proved a mixed bag as stocks roared higher on...
The war between Hamas and Israel – and the potential for escalation to the wider region – has increased...
Another difficult week for the large-cap indices like the S&P 500 (SPX) and Nasdaq Composite (COMPQ), which both fell...
In this week’s State of the Market we take a look at what the market may produce for the...
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