Slide deck summary video
We wanted to highlight a few key slides from our February Macro Slide Deck
Read MoreWe wanted to highlight a few key slides from our February Macro Slide Deck
Read MoreThe three levels of stimulus that caused us to expect above-average growth and above bottom-up consensus estimates for the S&P 500 (SPX) operating EPS became even more pronounced over…
Read MoreWith the recent market volatility, the Q4/20 EPS reporting season has taken a back seat in the news despite it being a big week for earnings with 112 companies…
Read MoreToday we wanted to look at the makeup of the bounce and our current view of the macro and market environment.
Read MoreOver the past month the bullish narrative has surrounded the global growth reflation trade – just as those areas of the market have stalled, especially relative to the S&P…
Read MoreSignificant and sustainable periods of weakness in the economy and markets typically come from a corporate need for money to fund growth, but with limited or no access to…
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