In The Illusion of Knowledge (September 2022), I railed against macro forecasting, which in our profession mostly concerns the next year or two. And in I Beg to Differ (July 2022), I discussed the questions I was asked most frequently at Oaktree’s June 21 conference in London: How bad will inflation get? How much will the Fed raise interest rates to fight it? Will…
Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review this week’s SOTM....
Macro Strategy—European Equity Risks Increase, Caution Still Warranted: Last month’s European Union (EU) parliamentary elections have marked a turning...
2020 Mid-Year Outlook for Economies and Markets as the World Re-opens Summary and Replay of 2020 Mid-Year Outlook Virtual...
The Fed is likely to start discussing the tapering path, and over the next few meetings potentially indicate...
Cross-asset Strategy: While the geopolitical crisis and policy tightening are overhangs, risk assets have a number of supports that...
Amazon (AMZN) bought Whole Foods Market earlier in 2017 throwing retail giants like Target (TGT) and Wal-Mart (WMT) into...
IT’S OFFICIAL! The S&P 500 has achieved our year-end price target of 4,750, formerly disseminated within our weekly Research...
Last week’s tactical bullish call was met with doubt from clients, which means there is still upside as we...
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