by Morgan Stanley’s Mike Wilson and Company Recent increase in Fed balance sheet is not QE, in our view…Many investors believe the Fed’s recent intervention to stabilize the banking system is the beginning of the next QE program. However, not all reserves are created equal and it appears to us like the velocity of money this time is more than…
There are two more trading weeks remaining in the Q1 2019 period. The S&P 500 (SPX) is up some...
Based solely on calendar patterns, January’s S&P 500 gain is a mild positive for stocks over the remaining months...
Merrill Lynch: IN THIS ISSUE Macro Strategy—Is Stagflation Likely?: With inflation stubbornly high after briefly surpassing levels not seen...
Good Sunday morning to all! As mentioned throughout the week, due to the birth of my nephew, we will...
Most of the measures in the MTI’s Sentiment category—including the Bullish Sentiment of stock market newsletter writers—are interpreted in...
Did The Fed Already Pull It Off To watch our State of the Market Heading Into 2H 2024 video,...
Heading into 2016, I had positioned my portfolio for greater gains by increasing my exposure to volatility or VIX leveraged ETFs....
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