The market appears ready to take on a more defensive character as we experience a meaningful deceleration in earnings and economic growth. Inventory builds are unlikely to offset if order books prove to be inflated as we suspect. Upgrading Staples and adding MDLZ to Fresh Money Buy List. Quality with a More Defensive Twist. Our mid-cycle transition narrative has been…
To suggest that the rally off of the October 27, 2023 low has been impressive probably does not do...
After 3 consecutive years of double-digit returns for investors who stayed the course, through the ups and downs, downs...
The equity market is facing one of the best backdrops for sustained gains in years. After a prolonged period...
Macro Strategy—Businesses have responded to unprecedented U.S. consumer-demand strength and rising capacity utilization rates by bringing real equipment investment...
In this week’s State of the Market we review a couple of key breadth indicators that may help to...
2021 has produced another year of above average returns for the major US indices. However, under the surface it...
“Markets are constantly in a state of uncertainty and flux and money is made by discounting the obvious and...
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