With the Fed’s pivot now well understood and appreciated, investor attention now turns to growth which is slowing faster and more than expected. Defensives have been leading since mid-November, and that’s likely to continue until PMIs and earnings revisions trough. Winter is here…Investor attention should now turn away from the Fed and to the Ice part of our narrative –…
Hindsight is 20/20, as they say, but regret is front of mind and stickier than even inflation proposes. When...
NVIDIA reported Oct results (revenue/GMs/EPS ) well above consensus and off of a higher Oct-Qtr revenue base, the team...
After a rather rocky road traveled in the first half of 2017, J.C. Penney sales results improved dramatically in...
Chief Investment Office Macro Strategy Team at Merrill Lynch: Macro Strategy—Treasury Offsetting QT Until Mid-Year: The looming debt ceiling...
When can the US achieve broad vaccination of its population: Using the current rate of daily vaccinations (red line,...
The strong start to the year for risk assets was upended in the final week of January, as the...
The most painful thing to watch with traders is the belief that markets have to prove something to THEM,...
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