May Macro Slide Deck
The equity market is oversold enough to warrant dipping our toe back into the market in anticipation of an intermediate-term oversold bounce, but there is no easy exit strategy…
Read MoreThe equity market is oversold enough to warrant dipping our toe back into the market in anticipation of an intermediate-term oversold bounce, but there is no easy exit strategy…
Read MoreToday’s action has brought a few questions as to whether we are going to change our game plan and the short answer is no given our indicators are wildly…
Read MoreIt was another down week for stocks, and the S&P 500 Index (SPX) had a modest 0.21% decline— its fifth consecutive lower weekly close.
Read MoreS&P equity futures are trading well below Friday's close, amidst a negative session in Europe and a mostly lower Asia overnight.
Read MoreFriday’s have not been kind to stocks recently, and today was no different.
Read MoreIt was a busy week for Q1 earnings, with 159 S&P 500 companies having reported EPS over the past five days.
Read MoreThis remains a highly emotional market where views can change very quickly. A week ago, we suggested “dipping our toe” into the market in anticipation for a summertime rally…
Read MoreThere has been steady improvement in the U.S. labor market in 2022.
Read MoreS&P equity futures are trading below Thursday's close, amidst a negative session in Europe and a mostly lower Asia overnight, with Japan the exception.
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