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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U.S. Equity Strategy: Bulls Still In Driver’s Seat, But For How Long?
Continued encouraging COVID-19 news and accommodative moves by the Fed have allowed the bulls to remain in control while short-term support on the...
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SOX Warning Signals to Lead SPX Bear Press
Nasdaq-100 Stock Index (NDX INDEX) showed some clear fade signals last Thursday stemming from the SOX reversal near key resistance that is a...
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Tight US Financial Conditions & COVID-19 Demand Shock Will Destroy Sanguine Corporate Sales Outlook
Analysts have finally woken up to the idea that US corporate profits will decline in 2020 due to the demand shock stemming from the spread of the...
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Sudden Stop in Labor Market, Mild Damage in Manufacturing: Worse Ahead
The truly horrific NFP prints are likely a month and two hence, with unemployment topping 10%. State and local governments (required by law to...
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