Recession-Hard/Soft Landing
The Sahm Rule Is Not A Leading Indicator For The Economy…
No Cuts In Sight For The RBA…
German Manufacturing Sector Slumps Further…
Over the past few weeks, global equities have been hit by rising scepticism over the bullish AI narrative and increasing concerns over global growth. Stocks should stabilize in the near term, but the medium-term direction is to the downside. We expect the S&P 500 to drop to 3750 in 2025 and the 10-year Treasury yield to fall to 3%.
Resist The Urge To Buy The Dip…
Treasury Curve: Own 2 -Year/10-Year Curve Steepeners…
Our Portfolio Allocation Summary for August 2024.
Consumers Grow Pessimistic About Main Street But Not Wall Street…
The Stock-Bond Correlation Breaks Down When Inflation Runs High…
Does It Even Matter Whether The Sahm Rule Has Been Triggered…