What does “back to the new future” mean? The era of quantitative easing and a quick trigger Fed easing policy stance are effectively over. Inflation comes back down to earth exhibiting characteristics more from the 1990s than the 1970s. Corporate fundamentals and valuation matter again with investors looking for earnings stability at a reasonable price. The post-pandemic cycle begins to…
Equity Strategy Market Update, Style Positioning − Where does the Momentum Unwind stand? The recent market volatility has been...
A Note: Structurally, the market needs breadth to improve this week, which demands improved performance from Equal-Weights and Small-Caps!...
Macro Strategy—Fixed Income Positioning: Be Circumspect and Mind the Disconnect: For the past several months, risk assets including credit...
By Ellen Zetner chief U.S. ecoomist: We expect the Fed to hold the policy rate at 5.375% and to...
It was a strange week in the markets. Bears and Bulls made little progress, but bears are seemingly more...
It can sometimes be a little confusing to the average investor when the media and financial market communities throw...
Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down. ~Warren Buffett...
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