Pantheon Macroeconomics: Prepping a Lower CPI Ahead

S&P 500 and QQQ both showed minor weakness late this week, yet failed to do much technical damage.  Both...

They have been proclaiming a slowing labor and employment market for weeks, if not months. Has the Unemployment Rate...

“I don’t think you can get to be a really good investor over a broad range without doing a...

Cross-Asset Strategy: Equities rallied to YTD highs on optimism around a US debt ceiling resolution, a move that seems...

Everything you need to know about what separates the big winners from everyone else. “Signals” are sexy, exciting and...

The ~3% drawdown in the S&P 500 this week took many by surprise. A key feature of this likely...

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