This week, we provide feedback to our 2022 Outlook—spoiler alert—there wasn’t as much as usual. Meanwhile, consumers are opening up wallets for the holidays as our survey suggested a few weeks ago. The question for investors is how long will it last? We make the case for a fade in 1H22. Primary push back is we are too bearish on…
Welcome to this week’s State of the Markets. Please click the following link to review the SOTM video. Our emphasis in this week’s SOTM...
Show Me the Money! 2020 was all about beta and understanding how equity markets trade in and around a...
After a 1-point move in the S&P 500 (SPX) Monday, things got a bit more interesting through the remainder...
Soon after both Macy’s (M) and Kohl’s (KSS) reported negative holiday sales comparisons of greater than 2%, J.C. Penney...
Chair Powell and the Fed make it crystal clear that their job fighting inflation remains unfinished. Ironically, while bonds...
Equity markets are in the midst of a growth scare for reasons we think will ultimately be resolved by...
Scott Rubner, Managing Director Goldman Sachs This is the last bullish US Equity email that I will be sending...
Check out some top-of-mind topics and subject matter surrounding the market ahead of this week’s key economic data and...
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