Chair Powell and the Fed make it crystal clear that their job fighting inflation remains unfinished. Ironically, while bonds took the message in stride, stocks seemed to be shocked by the messaging. The path for stocks from here will be determined by earnings, where we still see material downside. Unfinished business for theFed…While the Fed’s messaging from its annual meeting…
“Experience is what you get when you don’t get what you want.” ~Howard Marks So if you missed the...
Let’s not blow things out of proportion, as the first full trading week of September and month-to-date returns are...
Are private sector balance sheets, income & profits, liquidity, and pessimism simply too strong to have a recession? By...
September is very much living up to its usual swooning of price action, and finding investors recoiling. The seasonality...
Based solely on calendar patterns, January’s S&P 500 gain is a mild positive for stocks over the remaining months...
Chief Investment Office Macro Strategy Team at Merrill Lynch: Macro Strategy—Treasury Offsetting QT Until Mid-Year: The looming debt ceiling...
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...
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