MacQuarie Research: Is it The End of Value Rally?

June 20, 2021

1 minute read

Key points

• As inflationary expectations subsided, growth and quality regained an edge.
• We have already passed the peak of monetary, fiscal, and cyclical upswing.
• A contained and/or declining inflation will favour QSG and Thematics.

Download

Author

AdvisorAnalyst

Get Aa's Actionable Analysis

The Morning Meeting - 7:15AM daily

Notes from the Trading Desk – Europe

byFranklin Templeton Investments

June 20, 2021

Without Fanfare, the Fed Surprised the Market With a Mild Pivot

byHubert Marleau, Market Economist, Palos Management

June 20, 2021

Doomberg: Policy Uncertainty is the New Systemic Risk

Listen on The Move What happens when political ambition trumps economic reality? Doomberg lays it bare. In…

byRaise Your Average Podcast

Volatility is the theme of the moment

by Nick Goetze, Fixed Income, Raymond James Nick Goetze discusses fixed income market conditions and offers insight for…

byRaymond James

Sound Bites for Client Discussions

by Richard Bernstein, Richard Bernstein Advisors Uncertainty is the word of the day, and the market’s volatility is…

byRichard Bernstein, Richard Bernstein Advisors

Decent Chance Stock Market Bottom Is in but Far From Certain

by Adam Turnquist & Jeffrey Buchbinder, LPL Financial Last week we were able to check several of the…

byLPL Financial

Looking at the Economic Data and Volatility in the Bond Market

by Chris Fasciano, Chief Market Strategist, Commonwealth Financial Network Last week, the S&P 500 was up 5.7%, the…

byCommonwealth Financial Network

ERJ's Sky-High Run Ends—Here’s What the Charts Say Now

by SIACharts.com Today in our Daily Stock Report we are going to look at Embraer S.A. ADR. This…

bySIA Charts

The Trump Put Reloaded: When One Word Wags the Market

It took just one word. “Pause.” Not “rescind,” not “repeal,” not “reverse.” Just a fleeting, monosyllabic lull in…

byAdvisorAnalyst

Trade War Will Take A Toll

by Carl Tannenbaum, Chief Economist, Northern Trust Can the U.S. economy weather the shock of tariffs? The theme…

byNorthern Trust

The Latest

Managing Trump Uncertainty: Defensive Positioning in Fixed Income

Doomberg: Policy Uncertainty is the New Systemic Risk

Volatility is the theme of the moment

Sound Bites for Client Discussions

MacQuarie Research: Is it The End of Value Rally?

Key points

Get Aa's Actionable Analysis

Notes from the Trading Desk – Europe

Without Fanfare, the Fed Surprised the Market With a Mild Pivot

MacQuarie Research: Is it The End of Value Rally?

Key points

Get Aa's Actionable Analysis

Notes from the Trading Desk – Europe

Without Fanfare, the Fed Surprised the Market With a Mild Pivot

Related Posts