Four Reasons To Be Tactically Bullish
The U.S. stock market is poised for continued strength. We can think of at least four reasons to be tactically bullish on stocks...
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Back to a Soft Landing
Our assessment of the U.S. economy is a “not too hot, not too cold” Goldilocks scenario that’s supportive of risk assets.
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What Will Lead the Anticipated Market Rebound?
We believe the rotation from growth to value and from large caps to small caps will continue and these stocks will be the new leadership in the...
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Assessing the Damage: It's Not Just the Carry Trade
The recent disorderly risk-off episode can be attributed to the unwind of a series of trades that depend on low-vol and complacency, which resolved...
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The Carry Trade as Risk Driver
Risk appetite is undergoing a cross-asset carry trade-driven panic and a bottom is near. The equity market is sufficiently oversold and poised for...
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