Welcome to this week’s State of the Markets. Please click the following link to review the SOTM video. In this week’s episode we discuss October markets alongside the geopolitical heavyweight optionality that is whipsawing markets. A trade deal of sorts has been outlined by the Chinese and U.S. negotiating parties Friday. Our dialogue this week aims to rationalize the numerous headlines while recognizing the impact…
When you believe in a future that is so alive in your mind that you keep living it over...
Cross-asset Strategy: While the geopolitical crisis and policy tightening are overhangs, risk assets have a number of supports that...
Market veterans know there’s just one thing more probable than a recession after the yield curve inverts: Yield curve...
Good weekend investors/traders and happy holidays. As I embark upon my December vacation, please stay connected to our weekly...
This past trading week, the markets continued to look beyond the rising COVID-19 infection rate and toward a future...
What a week it was for the major averages. The meteoric rise would almost have to find perma-bears and...
We’re going to take the lengthy edge of verbiage off of this week’s research report by focusing more narrowly...
Another roller coaster week in the markets has passed and with it dragging the major averages lower for the...
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