Strong demand for credit likely to fuel more M&A activity, especially if trade fears heat up
Highlights • The pendulum may be beginning to swing from debt-fueled buybacks to debt-fueled M&A
Read MoreHighlights • The pendulum may be beginning to swing from debt-fueled buybacks to debt-fueled M&A
Read MoreHousing Starts for the month of May increased 5.0% over April to 1350k, vs. current expectations which were calling for a more modest increase of 1.9% m/m.
Read MoreWall Street bull Tony Dwyer says now is a good time to buy financials.
Read MoreHighlights • Pensions continue to allocate fresh new tax money to credit, indicating this credit-led equity bull market should continue and intensify despite equity investor confusion • Yet, we are…
Read MoreWhile the S&P 500 Index (SPX) remains in the context of a long-term uptrend, there are four key tactical market gauges we focus on that typically identify the close proximity…
Read MoreOver the past seven economic cycles, the S&P 500 (SPX) has never shown a negative performance in the six months leading up to the initial inversion of the 2yr-10yr U.S.…
Read MoreThe Fed continues to raise rates in an effort to prevent an unwanted jump in inflation, especially given the historically low unemployment rate. Indeed, companies have been complaining about the…
Read MoreThis week we are going to have a solid look at how higher rates are affecting housing.
Read MoreThe University of Michigan Consumer Sentiment Survey was released this morning and the preliminary read showed sentiment rose in June to 99.3, beating expectations of 98.5.
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