Macro Strategy—QT Kicks into Second Gear: Financial conditions are likely to remain under pressure as the Federal Reserve’s (Fed) quantitative tightening (QT) program kicks into a higher gear in September. A doubling of the run-off cap on the Fed’s balance sheet plus persistent hawkish rhetoric from Fed officials will likely keep downward pressure on economic growth and inflation expectations. In…
This week’s focus is likely to be centered on CPI and the Fed. To us, that is yesterday’s news;...
As I watch the famed AMC series “The Walking Dead” I can’t help but to consider Bed Bath & Beyond (BBBY )...
Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. In this week’s SOTM we...
Due to a scheduling conflict, there will not be a weekly SOTM this week. We anticipate being back...
After 3 consecutive years of double-digit returns for investors who stayed the course, through the ups and downs, downs...
Cross-Asset Strategy: The October US CPI release delivered the largest downward inflation surprise since the start of the pandemic,...
A new COVID variant started the ruckus for markets, but we view that as secondary to the real culprit—the...
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