The situation at Macy’s (M) is as bad as it was when I began covering the company in January of 2016.In my first publication, I offered a very cautious outlook on the retailer, but more importantly recognized the absolute disconnection between management and operational “know how”. On January 15, 2016, I authored an article titled Macy’s Taking Cue From Peers Who’ve…
Good weekend to all ‼️ This weekend is our off-reporting weekend but we continue to deliver market insights, analysis,...
The derating of stocks is not over but may take a pause as stimulus boosts liquidity. Our cycle analysis...
While it may seem like a “broken record” statement it is also the reality and that reality offers that...
Strategy Equity and credit markets continue to grind higher, undisturbed by the recent rise in bond yields or...
This past trading week was met with more disappointment for the bulls, as a usually strong February monthly Options...
Since our publication of Cost of Higher for Longer in February, we have seen interest rates across the curve...
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s episode, we catch up on...
Cross-Asset Strategy: The growth-policy tradeoff appears set to improve in 2H, and earnings revisions turned broadly positive in key...
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