Chief Investment Office Macro Strategy Team at Merrill Lynch: Macro Strategy—Treasury Offsetting QT Until Mid-Year: The looming debt ceiling crisis is pressuring the U.S. Treasury to drain hundreds of billions of dollars from its account at the Federal Reserve (Fed), adding reserves to the banking system and easing financial conditions. Coupled with an improved outlook for Chinese economic growth in…
No matter how many different data sets, seasonal patterns, election cycle studies we look at, they all point to...
This past trading week went exactly as investors/traders expected, after a ~2% pullback for the S&P 500 (SPX) the...
By David Kastner: Sector rotation is perhaps one of the best known and widely implemented investment strategies within equity portfolios....
Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review this week’s SOTM. In...
There is still considerable debate about whether the bear market has yet set its low. Certainly, if the U.S....
It’s not just that Fitbit (FIT) reported a miss on the top-line, but more so that the company lowered...
What can you say about Fitbit’s (FIT) executive team other than “Wow”? After lowering FY16 guidance upon missing Q3...
2020 Mid-Year Outlook for Economies and Markets as the World Re-opens Summary and Replay of 2020 Mid-Year Outlook Virtual...
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