Cross-asset strategy: Higher rates was one of late 2020’s most-consensus views, but higher rate volatility was not. Hence, this week’s broad deleveraging across Equities, the EM complex and parts of Commodities as the DM Bond sell-off became disorderly. US money markets have been too quick to price the beginning of the end of easy money, which is one reason…
As investors debate the merits of generative artificial intelligence, a key question is what it could mean for the...
On markets, not much has changed since our August Rasputin piece. While most leading indicators point to weaker US...
I’ve gathered a few ideas from several of my memos this year – plus some recent musings and conversations...
The significant breadth strength of the 2020-2021 bull market has provided investors with a tremendous advance since the March...
The market fell last week and snapped a 3-week win streak after the major indices danced around record highs....
When you believe in a future that is so alive in your mind that you keep living it over...
Scary prescient, scary! I’m referring to what our chief market strategist Seth Golden wrote in last week’s Research Report....
Waking From A Slumber? We’re very skeptical that the rally from last October’s low represents the first leg of...
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