U.S. Equity Strategy & Individual Sector Commentaries
In our November Macro Vision report, we provide an appraisal and recommendations for each of our 12 Sectors, with extra attention devoted...
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Trump Now Has a Clear Path to Damage the Fed, Even as He Loses Political Ground
-Appointing a non-economist as Fed chair is akin to appointing an economist (without legal training) as Chief Justice. The last time it happened,...
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The Market Sentimentalist - Cock-A-Doodle-Doo
SummaryGeopolitical tension has sharply escalated in the wake of yet another North Korean missile launch aimed in Japan’s general direction. For...
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