Fundstrat’s Tom Lee: The August jobs report came in at +142k (vs Street +165k) and the unemployment rate fell to 4.2% from 4.3% last month (inline). To us, this is an ideal right “in the middle” jobs report, showing jobs improving versus last month, but neither too strong or weak to drive a shift in the economic view. Disappointingly, equities…
“If you can’t pull the trigger on stocks here it may be because you’re focused on the next 3%...
The Fed’s “surprise” move toward tapering that took markets lower last week is just the moment of recognition for...
Last week’s Payrolls numbers were modestly disappointing but wage growth is showing real signs of upside pressure. In short,...
Volatility Review Monetizing the convexity risk premium, US structuredproduct dynamics, Positioning update Implied convexity continues to exhibit very high...
The S&P 500 (SPX) came within 9 points of reaching it’s all-time record high earlier in the trading week...
The analysis and Research within comes via the monthly Macro-Memo from RBC Capital Wealth Advisors: We have been predicting...
You can know everything there is to know about markets, technicals, fundamentals and still be a poor investor/trader… why?...
The world is now forced into the calculating of a new reality, one that may not be easily compared...
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