BofA's Michael Hartnett: No shift from 'soft' to 'hard' landing, yet.
In his latest 'Flow Show' research note (August 8, 2024), BofA Research Investment Strategist, Michael Hartnett points to…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
SocGen's Albert Edwards: "Buy the dip, or jump off a sinking ship?"
In Albert Edwards' latest research note from Société Générale, titled "Buy the dip or jump off a sinking…
Rabobank: "Don't throw away a nest egg!"
Senior Macro Strategist Teeuwe Mevissen's research note, titled "Don't throw away a nest egg!" from Rabobank, emphasizes the…
Bear Traps Report: "Markets will keep pushing until they break the Fed"
The August 4 Turning Point by The Bear Traps Report by Larry McDonald highlights several key points regarding…
JPM's Michael Cembalest: The Lion in Winter
In this month's Eye on The Market's special edition whitepaper titled "The Lion in Winter", Michael Cembalest, Chairman…
BofA Securiities Equity Client Flow Trends: "Bifurcated client flows during last week's sell-off" (8/5/24)
"Bifurcated client flows during last week's sell-off" Highlights - Jill Carey Hall, Equity & Quant Strategist and Team,…
Sentiment Suddenly Shifts
by John Lynch, CIO, & Team, Comerica Wealth Management Are the markets pricing in recession or simply a…
Picton Mahoney Q3 Update: "The Fed is in a Sticky Situation: Will it Cause the Bull Run to Come Unglued?"
As we are one month into the third quarter, it's critical to assess the current market position and…
Bill Gross: Value vs. Growth
by William H. Gross A game of Monopoly in Deer Valley, Utah, decades ago taught my family much…
John Lynch: Mid-Summer Market Musings
by John Lynch, CIO, & Team, Comerica Wealth Management While the dog days of summer have arrived, investors…
Connecting the AI Transition and Commodities with Fidelity's Joe Overdevest
According to FidelityConnects by Fidelity Investments The latest quicktake from FidelityConnects delves into two compelling topics with Joe…
Insights from Fidelity's Jurrien Timmer: Navigating Market Sentiments
According to FidelityConnects from Fidelity Investments In a recent podcast, Pamela Ritchie interviewed Jurrien Timmer, Director of Global…
The Bull Market – Could It Just Be Getting Started?
by Lance Roberts, RIA We noted last Friday that over the previous few years, a handful of “Mega-Capitalization”…
John Lynch: Rotation
by John Lynch, CIO, & Team, Comerica Wealth Management Equity market leadership has experienced a dramatic shift in…
Equity Dislocation
by Asset Allocation Team, GMO LLC Explaining Strong Returns in the Face of Value Headwinds Equity Dislocation was…
