BofA's Savita: Funds positioned for a 2009-style recession
by Savita Subramanian, Chief U.S. Equity Strategist, BofA Securities Copyright © BofA Securities
Rabobank's Every: The Terrible Twenties
by Michael Every, Chief Investment Strategist, Rabobank Copyright © Rabobank
Will stocks & bonds move again in opposite directions to strengthen balanced portfolios?
by Jason Zhang, CFA, Portfolio Manager, SLGI Asset Management Inc. For over two decades, stock and bond prices…
Savita Subramanian: Recession, shmecession. Own stocks over bonds, cyclicals over defensives
by Savita Subramanian, Chief U.S. Equity Strategist, BofA Securities Copyright © BofA Securities Research
TS Lombard: Double Trouble Ahead
by Grace Fan, TS Lombard Copyright © TS Lombard
JPM: Narrowest Stock Leadership, Extreme Concentration, Defensive Factor Crowding Underway
by Equity Macro Strategy, J.P. Morgan Copyright © J.P. Morgan
JPM's Kolanovic: Market volatility is artificially low
by Marko Kolanovic, Chief Global Markets Strategist, J.P. Morgan Copyright © J.P. Morgan
BofA Flow Show: "Locked In"
by Michael Hartnett, Chief Investment Strategist, BofA Securities Copyright © BofA Securities Research
MS' Mike Wilson: Gradually, Then Suddenly
by Mike Wilson, Chief U.S. Equity Strategist, Morgan Stanley Copyright © Morgan Stanley Research
Are we in A New Bull or Long Bear Market Rally?
The S&P 500 recently tested the 4,200 area after rallying from the lows observed in late 2022. With…
Q1 2023: S&P 500 Earnings Season Update: FactSet
April 21, 2023 The first quarter earnings season for the S&P 500 has started stronger than the last…
Mapping the Leading Electricity Sources in the US and Canada
In an article by Selin Oguz at Visual Capitalist, the differences in electricity generation between the United…
FactSet: Canada Q1 2023 Earnings Season Preview
According to John Butters, Vice President and Senior Earnings Analyst at FactSet, analysts have lowered their earnings estimates…
The Myth of De-Dollarization
In his article, "The De-Dollarization Fairytale," Alfonso Peccatiello explores the global financial system's reliance on the US Dollar…
Canadian CPI Improves, Inflation Eases, Expect Rates to Remain Unchanged
April 18, 2023 In today's economic update, Claire Fan from RBC Economics says, "March saw a continued progression…
