This week’s focus is likely to be centered on CPI and the Fed. To us, that is yesterday’s news; while it’s important for the next week / year-end trading ranges, the final chapter to this bear market is all about the path of earnings estimates, which are far too high, in our view. Inflation data and Fed is the focus…
by Paul Christopher, CFA, Head of Global Market Strategy and Gary Schlossberg, Market Strategist Key takeaways We expect that...
Another roller coaster week in the markets has passed and with it dragging the major averages lower for the...
The coming week will prove a meaningful earnings week, as the Mega-cap Growth companies will be reporting their quarterly...
This week, we provide feedback to our 2022 Outlook—spoiler alert—there wasn’t as much as usual. Meanwhile, consumers are opening...
“The strong rise in equities from the March trough, coupled with bullish options positioning, makes a near-term setback likely....
Well, that was much to do about nothing given the anticipation that came ahead of the trading week. When...
US Equity Strategy: Equity Risk Premium, Market Multiple, Zero Rates, Liquidity Boom, Long Duration, Sustainable Income. The sharp ~30%...
The derating of stocks is not over but may take a pause as stimulus boosts liquidity. Our cycle analysis...
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