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...
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Risk Ripples Below SPX 2950
In this webcast we update levels and momentum triggers in our base case bear scenario post Fed and below SPX 2,950. We started shorting weaker...
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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...
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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...
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