“It’s one thing to have forecasts, but if you can’t get what’s going on right now correct, there’s no way you’ll be right about what’s happening later” ~Neil Dutta of Renaissance Macro Research If you would like to watch this week’s State of the Market video, please click the provided link. Be on the lookout for this weekend’s Research Report….
Cross-Asset Strategy: US Q2 reporting delivered soft earnings growth and less upbeat corporate guidance, as corporates are seeing demand...
MACROECONOMIC OUTLOOK: Our view is that the market turmoil and economic slowdown over the past 18 months is not...
What a week it was for the major averages. The meteoric rise would almost have to find perma-bears and...
1H22 was challenging for most risk assets as the Fed pivoted more sharply than most expected. The de-rating for...
“When the going gets tough, the tough go shopping” is true for investors. Income-oriented investors have always been advised...
The world is an imperfect place! Remember that as an investor, engaged in an imperfect marketplace with imperfect systems,...
Did The Fed Already Pull It Off To watch our State of the Market Heading Into 2H 2024 video,...
Unfortunately our monthly-cycle, weekend macro-market Research Report will be postponed until Sunday October 30, 2022, due to an unexpected...
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