Global Earnings on the Edge: A Concise Analysis of Key EPS Indicators
Our analysis of bellwether earnings indicators reveals a 20% decline in earnings-per-share for global equities is on the horizon!
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Weekly Market Monitor - Week 19 Macro Momentum Is Fading, but Market Momentum Is Building.
Macro Momentum is fading, but market Momentum is building. Even though the outlook for Equities is challenging, markets couldn't care less currently.
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China May Nullify World Recession
Several indicators point to approaching World recessionary trough and even an early pick-up. Chinese monetary policy easing may be enough to lift...
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Spoiler Alert: Global Macro Data Is Tilting the Wrong Way
The latest round of data shows Macro Momentum is fading, something that equity markets and other risky assets are not pricing currently.
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Asset Class Performance After the Final Hike – Part II Equities, Treasuries, Commodities, and Gold
Equities and Treasuries shine once the Fed's final rate hike is in, but the latter do so with much lower risk. Commodities lag once the tightening...
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