Macro Strategy—The U.S. trade-weighted dollar remains overvalued, much as we anticipated one year ago, and may well be able to maintain its balancing act over the next year. Consensus expectations remain timid, reflecting a continued reluctance to bet against the greenback. It’s hard to rule out upside surprises or dismiss downside risks to the dollar. Global Market View—In the spirit…
It’s not the way bulls desired the week to end, especially after a strong Thursday performance, but when algorithms...
With our view for lower multiples and earnings now more consensus, the markets are more fairly priced. However, it...
Hindsight is 20/20, as they say, but regret is front of mind and stickier than even inflation proposes. When...
Much of the trading week was once again driven by fear of inflation, rising bond yields and a continuation...
The US equity market continues to ride the wave of liquidity and seasonal FOMO. As we approach our bull...
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