As we entered 2024, investors have been told that just because the calendar changes that doesn’t mean the market trend changes. It turns out, once again, that market sentiment and even price action can and do change as the calendar year changes. It’s not an “all the time” expression, but it does happen quite often. This was an idea Finom…
This week, I had the pleasure of presenting our market outlook to clients at an event held at the...
Macro Strategy—Trends from around the world show supply chain bottlenecks have been holding back global growth to a degree...
No month-end equity selling but likely buying, what if ship breaks, Oil and CTAs Over the past few days,...
Following very strong 1H earnings, we raise our forecasts that leave us above consensus on 2021 but below on...
Hotter but shorter cycles persist — we continue to forecast an earnings recession this year that we don’t think...
If you’re not hedged already, there is probably no better time than the present to start considering how to...
There was a great deal of concern for the manner in which the equity markets closed the week, 2...
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