Video – That’s a rap for the week
In this short video we highlight what to expect next from the economy and markets as we transition from the summer rally…
Read MoreIn this short video we highlight what to expect next from the economy and markets as we transition from the summer rally…
Read MoreIn this short video, we discuss our four favored recession indicators across multiple asset classes, and what it suggests for economic activity as we head into 2023 …
Read MoreThe release of the most recent Bank of America Fund Survey showed the most pessimism among fund managers since the pandemic in May 2020, Great Financial Crisis in October…
Read MoreWe are not the media – we don’t need to make a big story out of an unchanged situation. Our four key tactical indicators are almost EXACTLY the same…
Read MoreIn this brief video, we talk through a market signal that reinforce our expectations for the rest of the summer rally and the inflation impact on the Fed...
Read MoreOversold reversal signal qualifies and quantifies summer rally.
Read MoreSince February, we have been discussing how the Fed is in a box. Their dual mandate of stable prices and full employment focuses on data that works with a…
Read MoreIn this short video, we highlight our view on the most recent economic and earnings guidance data that reinforces the low probability the Fed could generate a positive outcome…
Read MoreIn this video, we graphically look at what is driving our tactical and fundamental views. Today Fed Chair Powell was asked if they might overshoot on rate hikes. He…
Read MoreHow far could quarter-end oversold rally go? We look to the Q1/22 rally as possible guide.
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