Pantheon Macro: January’s Core CPI Was Hit By Spikes in Service Components…

The headlines were daunting and played out in price action this past week much as the first 100+ days...

Who needs a reset? Is it the S&P 500 (SPX), the forward price/earnings (P/E) multiple, the Nasdaq (COMPQ), the...

Macro Strategy—QT Kicks into Second Gear: Financial conditions are likely to remain under pressure as the Federal Reserve’s (Fed)...

This week’s focus is likely to be centered on CPI and the Fed. To us, that is yesterday’s news;...

The Fed’s June announcement of a pause with further rate hikes to come has extended the uncertainty of whether...

S&P 500’s annual return after a NEGATIVE RETURN year. Average return the next year = 18%. Remember, however, the...

In bull markets, investors are blind to the risks. In bear markets, investors are blind to the opportunities ~...