The strong start to the year for risk assets was upended in the final week of January, as the rise of Reddit retail traders managed to produce outsized fear amongst the hedge fund community. With that, came massive deleveraging that hadn’t been seen since March 2020 and prior to that in 2009. Morgan Stanley: Monday & Tuesday last week ranked…
Nailed it! That must be what Fundstrat strategist Tom Lee is thinking at the end of the trading week...
That was something for all the market pundits and critics to behold last week was it not? The mantra...
Can’t say it hasn’t been an interesting Q1 2023, right? With the New Year getting off to a sizzling...
No month-end equity selling but likely buying, what if ship breaks, Oil and CTAs Over the past few days,...
IN THIS ISSUE Macro Strategy—A fundamental change in the Federal Reserve’s (Fed’s) approach to achieving its inflation target means...
While there is some sympathy for our mid-cycle transition, most think it’s too early, or not worth acting on....
Hindsight is 20/20, as they say, but regret is front of mind and stickier than even inflation proposes. When...
As we entered 2024, investors have been told that just because the calendar changes that doesn’t mean the market...
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