Lower Negative Real Interest Rates and Fiscal Stimulus Won't Trigger Higher Inflation Any Time Soon
Historically, low real interest rates have been associated with rising or high inflation rates. The Fed's shift to monitoring inflationary...
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SPX into the Fed as Big Tech Bends
S&P 500 (SPX INDEX) near term rally sequence is laid out below with a bias to front run the Fed meet and set up a sell the fact inflection. Big...
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China A-Share Strategy: What Are Mutual Funds Buying in 1Q? Tech and Pharma
Chinese fund managers have added more tech and pharma stocks than any other sectors in their portfolios in 1Q this year, according to the fund...
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U.S. Equity Strategy: Several Indicators Suggest a Pullback Likely
Despite the bulls still being in control, we have several ongoing concerns and we cannot rule out the potential for a pullback. Below we highlight...
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US Equities and the Real Economy: Fed's COVID-19 Response Suggests Another Protracted Disconnection
After lowering its global economic growth forecasts for 2020, the International Monetary Fund (IMF) expects emerging markets to recoup their output...
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