Mid-morning musing
The market has been under broad pressure over the past few days as fear of inflation continues to heat up.
Read MoreEarly Tuesday take
S&P equity futures remain well below Monday's close. Asian equities were mostly lower overnight as tech-led selloff drove outsized weakness in Japan, Taiwan and Korea, while China outperformed. European…
Read MoreMacro headlines from around the street
We offer some interesting articles on topics being discussed in markets...
Read MoreWeakness in tech stocks dragged the market lower
The major indices were weak today thanks to a pullback in tech stocks and many of the stay-at-home beneficiaries.
Read More1Q/21 EPS have been powerful
In this short video, we discuss our new 2021 and 2022 S&P 500 (SPX) Operating EPS estimates, and what it means to our tactical and fundamental view...
Read MoreTactical indicators update
The S&P 500 Index (SPX) closed at a record high on Friday and gained 1.23% for the week.
Read MoreSummary of May Macro slide deck
Raising our 2021 SPX Operating EPS estimate and initiating a 2022 view as our core fundamental thesis remains in place.
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