In the U.S. retail landscape, the strength seen this past holiday season continued into the first quarter of 2018. In fact, analysts polled by Thomson Reuters are becoming more bullish on consumer spending as retailers get ready to report their earnings for Q1 2018. The Thomson Reuters Same Store Sales Index is now looking for stronger Q1 2018 growth vs….
From inside Oaktree Financial Services monthly newsletter, written by famed investor Howard Marks. Here’s an excerpt from an excellent...
Cross-Asset Strategy: Clients have asked about our conviction in the pro-cyclical trade given the recent decline in bond yields....
Equities are facing one of the best backdrops for sustained gains next year. After a prolonged period of elevated...
With the Fed’s pivot now well understood and appreciated, investor attention now turns to growth which is slowing faster...
Yardeni Research US Economy I: Permabulls Versus Permabears. Some of our best friends are permabears. They are smart...
Good weekend all! During our off-reporting weekend, please consider our 3rd-party Research compilation from around Wall Street. Our final...
After retreating some 4.7% in the previous week, the S&P 500 (SPX) took back some of the consolidation. For...
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