Post Fed Fade from SPX 3,023 Turn Level
Our base case called for a Fed induced rise to SPX 3,023 with risk to 3,050 to trim longs and put on short (sell the fact) exposure as a hedge for...
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With GDP Growth Averaging 2.1% over the Latest 3 Quarters, a Rate Cut Is Imminent
US real GDP grew 2.9% in 2018, spurred partly by the stimulus from the large tax cut agreed in December 2017. But in the latest 3 quarters (4Q 2018...
481 Views
The 2020 Electoral College: The Sunbelt, The Rustbelt and The Squad
US President Donald Trump issued tweets attacking four non‑white women in Congress last week, before convening a rally in the southern state of...
359 Views
U.S. Equity Strategy: Semiconductors, Transportation Improving
The S&P 500 continues to move higher on narrow leadership, which is not inspiring a bullish outlook. Currently leading the S&P 500 higher...
388 Views
U.S. Equity Strategy: Growth And Safety Are The Plays To Stay With
The S&P 500 continues its march higher, however the troops have been unable to keep up with the generals and with this is an ounce of concern....
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