Cross-Asset Strategy: Equities rallied to YTD highs on optimism around a US debt ceiling resolution, a move that seems misplaced given they were never pricing in a material risk of failure to raise the ceiling to begin with, and as negotiations are far from complete. Even aside from the debt ceiling issue, we maintain that the risk-reward for equities is…
A midterm election cycle and year 2 of a Presidential cycle with rising rates and potentially peak inflation have...
If there is 1 thing I’ve learned from the markets over my 23 years, it’s that down is going...
Market and Volatility Commentary December Post-Mortem, Signals from Fund Flows, Role of Systematic Flows and Reversion December Post-Mortem Over...
Maintaining good disciplines during price consolidation periods: 1. Are the “yea buts” greater than a self-induced economic shutdown and...
Equity Risk Premium holds key inputs/ingredients After major market sell-offs, it becomes increasingly difficult to achieve lower-lows. They are...
Cross-Asset Strategy: While growth risks are elevated, our base case looks for an acceleration in global growth in the...
Yardeni Research US Economy I: Permabulls Versus Permabears. Some of our best friends are permabears. They are smart...
We’re back, and we hope that everyone is prepared for another adventurous year in the markets. As we enter...
JPM Market Recap
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