Trade Truce, Check, S&P 3,000… We Shall See

Macro Strategy—The U.S. trade-weighted dollar remains overvalued, much as we anticipated one year ago, and may well be able...

For this week’s tech report, we focus on that shiny precious metal: gold. Ever since the post-recession high in...

The weekend is where many a discipline and devoted investor/portfolio manager spend most of their free time in the...

Markets rallied again this past week, but finished on a high note unlike the previous week’s rally. The S&P...

Last Monday, in our January Chartbook, we suggested that the Georgia runoff could be a wildcard for the potential...

Forty one! As of this past trading week, the S&P 500 has “clocked” 41 all-time highs (4,429) in 2021....

1H22 was challenging for most risk assets as the Fed pivoted more sharply than most expected. The de-rating for...

Following very strong 1H earnings, we raise our forecasts that leave us above consensus on 2021 but below on...