Macro Strategy—Fixed Income Positioning: Be Circumspect and Mind the Disconnect: For the past several months, risk assets including credit have had a remarkable rally against a significantly weakening economic environment. More recently, another “gap” has developed and widened: the Federal Reserve’s (Fed) expected future rate path versus market expectations. With these numerous disconnects and yields still attractive in the context…
Fiscal constraints limit policy response at a time when cyclical risks persist. Market breadth reflects this dynamic as the...
Fitbit (FIT) reported rather dismal Q1 2017 metrics last week, but even so shares of FIT rose sharply. Why...
“If you can’t pull the trigger on stocks here it may be because you’re focused on the next 3%...
With just 2 months remaining in the 2021 trading year, investors are gearing up for the typical seasonal tailwinds,...
There are a great many variables, correlations and precedence to consider heading into 2018, but in this narrative we...
The J.P. Morgan View Booming markets, disturbing protests and a collapsing dollar Cross-asset strategy: Risky markets are booming and...
The table has turned. In 2022, the S&P 500 (SPX) and peer indices finished the first half of the...
While Defensives are the clear leader, most investors aren’t there, leaving more upside potential as earnings cuts begin. Counter-trend...
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