Recession Will Worsen This Quarter & Last into 3Q 2020 Despite Huge Fiscal Stimulus
Given the shambolic, disjointed US response to Covid-19, the US economy is likely to contract 20%QoQ in 2Q 2020 (far worse than 1Q 2020's 4.8%...
250 Views
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...
318 Views
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...
328 Views
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...
278 Views
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...
441 Views