Hotter but shorter cycles persist — we continue to forecast an earnings recession this year that we don’t think is priced, followed by a sharp EPS rebound in 2024/2025. We recommend investors focus on stocks with defensive characteristics, operational efficiency, and earnings stability. Cyclical Bear within a Secular Bull… We still expect a meaningful earnings recession this year (-16%Y decline)…
Behavioral Finance tells us that you can broadly think of your happiness as just “Reality minus Expectations”. H =...
Plunging Core Inflation and Slower Growth will Force the Fed’s Hand * The risk of recession persists, though our...
Starbucks is set to report its Q1 2018 results after the closing bell on January 25, 2018 and to...
IN THIS ISSUE • Macro Strategy—Alongside a sharp contraction in economic activity, the equity market has already seen a...
On Tuesday the situation in Italy consolidated with growth in net active cases for Italy as a whole staying...
The Fed’s June announcement of a pause with further rate hikes to come has extended the uncertainty of whether...
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