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MRB on Energy Connects – June 13, 2025
MRB on Energy Connects – June 13, 2025
“We look at the VIX and MOVE indexes, they’re showing an element of complacency in there that’s a bit surprising because of all these events that occurred,” said Phillip Colmar, global strategist at MRB Partners. “If we hadn’t gone through the April fiasco, I think that the markets would be nervous right now and more negative.”
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MRB on Morningstar – June 10, 2025
MRB on Morningstar – June 10, 2025
Based on MRB research, fixed-income “investors are still too complacent on the long-run [developed market] inflation outlook, especially in the market-leading U.S.”
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MRB on Business Insider – April 12, 2025
MRB on Business Insider – April 12, 2025
Phillip Colmar, managing partner and global strategist at MRB Partners, said in a client note on Thursday that prior instances where confidence has dropped so rapidly have meant steep bear markets for stocks. For example, during the pandemic, in the Global Financial Crisis, and during the 1929 crash caused in part by the Smoot-Hawley tariffs.
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MRB on Yahoo Finance – April 11, 2025
MRB Yahoo Finance – April 11, 2025
“We are wary of near-term bounces in risk asset markets, as the U.S. and global economic damage from the trade war is still highly uncertain. Moreover, the war is far from over despite this week’s 90-day pause on some tariffs,” analysts from MRB Partners said in a recent note.
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MRB on Business Insider – Oracles of Wall Street – December 18, 2024
MRB on Business Insider – Oracles of Wall Street – December 18, 2024
Phillip Colmar, Managing Partner, was featured in Business Insider’s Oracles of Wall Street list once again for 2024!
Colmar leaned against the overwhelming market consensus that the Fed was poised to slash rates early in the year.
He said in January that the economy didn’t require rate cuts, and that the Fed signaling them would essentially lead to a scenario where financial conditions eased materially, supporting risk-taking, strong economic growth, and making inflation stickier. This would delay Fed rate cuts and hinder its ability to easy substantially.
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MRB on CNBC – November 24, 2024
MRB on CNBC – November 24, 2024
‘U.S. equities, the dollar and Treasury yields have all risen sharply in response to better-than-expected U.S. economic data and have received an additional boost from the election outcome,’ said MRB Partners global strategist Phillip Colmar. ‘However,’ he added,’investors should be careful not to be dogmatic in their views and positioning since the policies proposed by President-elect Trump are a conflicting mix of pro-growth fiscal stimulus and stagflationary isolationism.’