Macro Strategy—Volatile Times Ahead: Untethered money-supply fluctuations have created a new, more volatile environment for asset allocation. Until the Federal Reserve (Fed) reins in the sharp swings in liquidity, uncertainty and inflation will likely prove more volatile than during the pre-pandemic, low-inflation era. More uncertainty and higher inflation volatility increase the need for a well-diversified, all-weather investment mix. Market View—The…
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 record live on...
It’s funny what a difference a week can make in the markets. Up until last week, the equity market...
“If you can’t pull the trigger on stocks here it may be because you’re focused on the next 3%...
Merrill Lynch: IN THIS ISSUE Macro Strategy—Is Stagflation Likely?: With inflation stubbornly high after briefly surpassing levels not seen...
Corporate outlook continues to improve on stronger than expected economic and earnings recovery, constructive guidance, as well as positive...
No month-end equity selling but likely buying, what if ship breaks, Oil and CTAs Over the past few days,...
Introduction The U.S. economy will struggle in 2023 with halting growth and higher unemployment. Recession is a serious threat....
“Time in the market” is only a benefit if the market is heading in a positive direction. Otherwise, idleness...
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