Capital Economics We have revised some of our key market forecasts in response to Donald Trump’s victory and the news that the Republicans are on course to regain full control of Congress. These include higher projections for the 10-year Treasury yield and the greenback. We have retained our predictions for the S&P 500, but have become less upbeat about the prospects…
“The strong rise in equities from the March trough, coupled with bullish options positioning, makes a near-term setback likely....
Fitness tracker or a smartwatch? Well, that’s a question that was asked a couple of years ago, but plainly...
Narrative vs. Flows, Liquidity-Volatility-Flows Feedback Loop, QE/QT and Liquidity Narrative vs. Flows By Marko Kolanovic, PhD and Bram Kaplan,...
If you are invested in any major department store retail equity you are well aware of the absolute beating...
Weekly Warm-up: More on The Mid Cycle Transition to Quality; Staples over Discretionary Last week we argued for a...
At first glance, U.S. equities seem to be riding a bullish wave. The S&P 500 is up more than...
Market and Volatility Commentary COVID-19 forecasts – providing updates and modeling details Given the unprecedented heath crisis and resulting...
It’s not the way bulls desired the week to end, especially after a strong Thursday performance, but when algorithms...
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