Recession Watch-III: A 2%-Growth Economy Is Set to Decelerate as the Fed Decides to Pause
Markets cheered a weak non-farm payrolls print for October 2019 (+128K, slower than the +145K average for Feb-Oct 2019, but better than the street...
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SPX Bull/Bear Pivot Ahead of the Fed
S&P 500 (SPX INDEX) breakout conviction is low until we see weaker sectors participate. Core sectors remain well below breakout levels compared...
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U.S. Equity Strategy: Dramatic Improvement
Encouraging developments continue to pour in. Over the past week we have seen dramatic improvements that could be setting the stage for a...
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U.S. Equity Strategy: Is Fourth Time a Charm?
Global equities (ACWI) and the equal-weighted S&P 500 are attempting to break out for the fourth time this year from what has seemed like a...
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U.S. Equity Strategy: Markets on the Mend, Still Not at Full Health
Recent market developments are encouraging and have improved the overall health of the market, which has also incrementally improved our outlook....
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