A Question of Leadership
The U.S. market is following the script for a melt-up into year-end. However, market leadership may be changing as selected speculative issues are...
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Waiting for the FOMC
In the wake of a hawkish surprise from the BoC, the market began to price in an aggressive tightening cycle by global central banks as yield curves...
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What More Could the Bulls Ask For?
There is nothing more bullish than a fresh high and the S&P 500 has surpassed that hurdle. Tactically, the market can pause its advance at any time...
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Market Liftoff?
Our risk-on scenario remains intact but we are not ready to sound the bullish all-clear just yet. The market is poised for a FOMO stampede into...
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What Rhymes With 2011?
The U.S. market action today is somewhat reminiscent of 2011. We believe the U.S. equity market is poised for a strong rally into year-end.
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