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…
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s episode, we catch up on...
This week, we provide feedback to our 2022 Outlook—spoiler alert—there wasn’t as much as usual. Meanwhile, consumers are opening...
Through the first 4 days of the trading week, the S&P 500 (SPX) managed to gain 10 points; that’s...
The mid-cycle transition de-rating is advanced but unfinished. Falling earnings revision breadth this fall will likely complete that process....
The strong start to the year for risk assets was upended in the final week of January, as the...
US Equity Strategy Market Update, Impact of Higher Corporate Tax and Infrastructure Spending Plan For the last twelve months,...
Back in the 1980s, Dr. Ed Yardeni popularized the phrasing that concerned an investor population, which was believed to...
Welcome back investors and traders! This past week proved a pretty strong bounce-back week for markets after the prior...
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