MACROECONOMIC OUTLOOK: Our view is that the market turmoil and economic slowdown over the past 18 months is not marking the end of the business cycle, but rather represents a reset similar to crises that occurred every 3 years after 2008 (2011/2012, 2015/2016, and 2018/2019). In 2020, the global economy is expected to grow at 2.5%, with Asia leading at…
Macro Strategy—Trends from around the world show supply chain bottlenecks have been holding back global growth to a degree...
The trading week that was ended in a manner that many may have not anticipated. As we read this...
That’s a newer development for the market rally, down 2 consecutive weeks. Whether or not this detraction from the...
Our weekly State of the Market video and macro-market weekend Research Report are postponed due to holiday weekend. In...
We want to begin this week’s research report with a quick look back at what some might argue was...
7 GENERAL PRINCIPLES: What is evidence-based research 1. Nothing new under the sun: Importance of looking at cycles 2....
That makes a 3-week winning streak for the major averages. The S&P 500 rose roughly 1% in the past...
After a rather rocky road traveled in the first half of 2017, J.C. Penney sales results improved dramatically in...
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