We are going to commence this weekend’s macro-market Research Report by stating something that should be obvious, but based on this past week’s market rally some may be overlooking: “The markets are still within a consolidation/pullback phase.”

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We are going to commence this weekend’s macro-market Research Report by stating something that should be obvious, but based on this past week’s market rally some may be overlooking: “The markets are still within a consolidation/pullback phase.”
While expected, we think the Fed’s pivot to a more aggressive tapering schedule poses a larger risk for asset...
Cross-asset strategy: This week’s Fed reiteration that it won’t hike for about three years despite extraordinary fiscal stimulus...
You see? It’s not all rainbows and unicorns in the markets as they say and last week wasn’t even...
So this just happened: The S&P 500 gained 3.9% from the day of the Fed hike through the following...
After a really poor performance in October, the S&P 500 (SPX) rebounded in November. It may not have seemed...
By David Kastner: Sector rotation is perhaps one of the best known and widely implemented investment strategies within equity portfolios....
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s episode, we take a...
The J.P. Morgan View Growth versus virus now, vaccine versus virus later —an update on a conflict and a...
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