U.S. Equity Strategy: Market Still Susceptible
We remain concerned about the prospect for additional weakness for the broad market due to deterioration in several metrics that we often turn to...
430 Views
Recession Watch: Fluctuating Trade War on the Verge of Tripping up the World Economy
The US 10y-2y yield curve (a near perfect predictor of recessions 6-24 months ahead) has inverted. We expect early easing action by the Fed to...
470 Views
El Paso: Trump's Waterloo
Consequential changes in sentiment in key states underscore the presidential prospects for the Democratic Party primary leader, former Vice...
397 Views
Here We Go Again
In last week’s Compass we laid the case that markets were at a key inflection point heading into the first Fed rate cut in over a decade. Despite...
420 Views
Democratic Primary: After Running Debate Gauntlets, Biden Emerges On Track
Ramifications of the 2020 US presidential election, 15 months away, will be global. Diverse outcomes are possible given the breadth of the...
437 Views