Macro Strategy—Equity Market Climbs A “Wall Of Worry” Yet Again: Moderating domestic demand growth, big energy price declines, loosening labor market conditions, and softening wage growth have boosted confidence in a “soft landing” scenario for the U.S. economy, in which the Federal Reserve (Fed) manages to bring both growth and inflation back to moderate, sustainable levels without first causing a…
September is very much living up to its usual swooning of price action, and finding investors recoiling. The seasonality...
A big WELCOME BACK to all of our Finom Group members, as we kick-off another monthly cycle of Research...
I’ll be flying solo for this weekend’s Research Report, as Edward is off this weekend. So forgive any shortcomings...
Chief Investment Office Macro Strategy Team at Merrill Lynch: Macro Strategy—Treasury Offsetting QT Until Mid-Year: The looming debt ceiling...
“Experience is what you get when you don’t get what you want.” ~Howard Marks So if you missed the...
While we are forgoing our traditional State of the Market recording and process, please review our latest video (link...
Question: “How do you perform well over time and never let the volatility deter you?” Answer: “Position long, hope...
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