Does the Rotation Need a Vacation? The new leadership in small caps, cyclical stocks and commodities is well established at this point and definitive in its messaging, in our view – i.e.,economic growth and inflation is likely to surprise on the upside. However, rates remain in “disbelief”and something has to give with equity markets having (correctly) traded ahead of the…
In 2023, the S&P 500 gained 20% yet most investors sat on the sidelines as many expected the U.S....
Languishing over the 2018 market won’t do investors any good, but it is important to reflect on what made...
Larger narrative is Fed “disinflation” is a massive course correction. Strong Jan equity returns borrowing from Feb, but dip...
In lieu of our regularly scheduled State of the Market video analysis, this week we offer a general public...
Many believe that bond yields will not be able to move up much, partly as there is no sustained...
Since displacing the gains from January, which we believe is the best term to use, the S&P 500 (SPX)...
Fed minutes disappoint with lack of inflation-targeting details or willingness to employ yield curve control. Meanwhile, the recovery is...
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