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Cam Hui

Cam Hui
Cross-Asset Strategist & Quantitative Analyst
Pennock Idea Hub

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United States Multi-Asset Cross Asset Strategy
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15 Jul 2024 07:30

A Roadmap for the Rest of 2024

Our base-case scenario is based on an analysis of current market conditions and seasonal patterns of a near-term top in July and sideways...

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15 Jul 2024 07:00

Trading the Slow Motion Melt-Up

Valuation and breadth indicators are flashing concerning signs of excesses. We believe this market bull has more room to run.

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08 Jul 2024 07:30

Tops Are Processes

Numerous warnings about a toppy market have been appearing, but they tend to be “this will not end well” warnings with no obvious bearish trigger.

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08 Jul 2024 07:00

How Politics Is Intruding on Fed Policy

Recent economic data is signaling a trend of growth deceleration, which raises the odds of a September rate cut. But Fed policy has become...

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01 Jul 2024 07:30

How Much Is Left in the Bulls' Gas Tank?

The stock market advance in 2024 has been impressive, but prices can continue to rise. Our base-case scenario calls for some near-term choppiness,...

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