So this just happened: The S&P 500 gained 3.9% from the day of the Fed hike through the following trading day. That is officially the best rally after a Fed hike going back to 1970 (Bloomberg data). Not only that, the S&P 500 kept going on Friday, finishing the week up 4.26 percent. The benchmark index is out of bear…
The Mid-Cycle Transition Over the past month, we’ve taken a different path than most equity strategists. Rather than getting...
What can you say about Fitbit’s (FIT) executive team other than “Wow”? After lowering FY16 guidance upon missing Q3...
Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review this week’s SOTM. In...
Investor Sentiment This year has been a year unlike more recent and years whereby the markets trended steadily higher...
MARKETS AND INVESTING: November 22, 2019 Read the latest Weekly Headings by CIO Larry Adam. Key Takeaways Plentiful Jobs...
This past trading week, the markets continued to look beyond the rising COVID-19 infection rate and toward a future...
In January, the “inventor” of the yield-curve indicator—Campbell Harvey of Duke University—suggested that the inversion of the 10Y/3M spread...
The derating of stocks is not over but may take a pause as stimulus boosts liquidity. Our cycle analysis...
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