Macro Strategy—Inflation Dimming Economic Outlook: On multiple levels, including strong labor demand, decades-low household leverage, lack of excesses on the housing construction/business investment fronts, massive household savings accumulated during the pandemic, and elevated corporate profits, the U.S. economy would appear well positioned for sustained strong growth. However, the economy has rapidly moved into the late stage of the business cycle…
Cross-asset Strategy: The equity market sell-off is overdone in our view, and we reiterate our call to buy the...
Last week we took a look at the price action of the S&P 500 after a very volatile week....
“If you don’t profit from your investment mistakes, someone else will.” -Yale Hirsch Every trade demands a thesis, be...
The Major Trend Index remained at a Neutral reading of zero in the week ended August 23rd. The MTI...
Market and Volatility Commentary V-Shaped Recovery, Low Positioning = More Upside, Commodity Sector Trades The V-shaped recovery and Positioning...
By Russell Rhoads As we approached August, market observers and commentators pointed to the danger that the months of...
The J.P. Morgan View Booming markets, disturbing protests and a collapsing dollar Cross-asset strategy: Risky markets are booming and...
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