NO WORRIES, IT’S A BULL MARKET!

By: Subodh Warekar

The market is betting on a soft landing, and so far, it has gotten it. Late cycle probabilities are receding while mid-cycle vibes are ascending.

By: Jurrien Timmer

Broken clock or ticking timer?

By: Callum Thomas

With the various flavors of the Taylor Rule (see last week’s posts for more on the Taylor Rule)  now declining due to moderating inflation and a rising unemployment rate, the Fed has some room to eventually give back a few of its rate hikes.

By: Jurrien Timmer

After gaining 28% in a straight line from the 10% correction low in late October to the most recent all-time high, it’s understandable that the market has been consolidating a bit.

By: Jurrien Timmer

Perhaps the market is starting to realize things are not as rosy as it seems. When investors feel the economic winds are on their backs, flows go proportionately to the different credit buckets, in fact one can argue that in an expansion, riskier bets are placed and the worst credit ratings get more money.

By: Gustavo A. Cano

We are killing Europe with our own hands.

By: Alfonso Peccatiello

Takeaway from today's FOMC meeting = no rate cuts any time soon, but a lot less QT. However focusing on the short-term developments like this can cloud the bigger picture issues...

By: Callum Thomas

Where did all the stocks go?

By: Charles-Henry Monchau, CFA, CMT, CAIA

"As long as inflation is pro-cyclical (demand-pull), stocks tend to perform well, as higher inflation is associated with stronger growth. When inflation is counter cyclical (cost-push), however, stocks suffer."

By: Daily Chartbook