Optimism around a US policy pivot has continued to support valuation. In today’s note, we discuss parallels to prior pivotdriven rallies as well as recent trends in earnings revisions and performance breadth. Our latest Consumer Pulse Survey indicates more positive consumer sentiment. • Earnings Revisions. Revisions breadth turned higher last week, in line with historical seasonality (a relationship that has…
Avoid at all costs: If you’re bullish on the markets you are probably only digesting bullish data points. If...
As the evidence builds around our more bearish earnings outlook, the stock market has traded lower again. While we...
We remain committed bulls over next 6-12 months. When bull markets simultaneously begin with a new economic cycle, they...
Welcome back investors and traders! This past week proved a pretty strong bounce-back week for markets after the prior...
There are two more trading weeks remaining in the Q1 2019 period. The S&P 500 (SPX) is up some...
September is very much living up to its usual swooning of price action, and finding investors recoiling. The seasonality...
BofA Merrill Lynch 2019 Market Outlook: From Peak to Trough, the Market Unfriends Stocks and Bonds, Likes Volatility, and...
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