Pantheon Macroeconomics: Prepping a Lower CPI Ahead

In recent years, we’ve supplemented our longstanding normalized earnings technique with the simpler method of referencing any past peak...

1H22 was challenging for most risk assets as the Fed pivoted more sharply than most expected. The de-rating for...

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

Bear markets start one of two ways, and we don’t think either cause is present currently. We call them...

IT’S OFFICIAL!  The S&P 500 has achieved our year-end price target of 4,750, formerly disseminated within our weekly Research...

Equity sentiment declined for the first time since May Our Sell Side Indicator (SSI) is a contrarian sentiment barometer...