MacroResearchBoard

financials

U.S. Equities – Changes To The GICS® Structure: What Investors Need To Know – March 22, 2023
 · Equities · 

Changes to the Global Industry Classification Standard (GICS®) will be made in the coming months.

Webcast – U.S. Bank Stocks: Idiosyncratic Rather Than Systemic Risks – (9min:29sec) – March 14, 2023
Webcasts & Webinars · 

In this week’s Webcast, Salvatore Ruscitti discusses the implications of recent developments in the banking industry and their impact on U.S. bank stocks.

MRB TradeBook – Taking Profits – March 10, 2023
Absolute Return · 

 Add to Favorite ReportsMarket volatility has caused us to take profits on three positions this week, these… Continue

U.S. Equities – Bank Stocks: Addressing Three Popular Questions – March 9, 2023
 · Equities · 

Rising interest rates bring both opportunities and risks for the banking industry.

Webinar – Investing In A Drawn-Out Late-Cycle Environment – (71min:13sec) – March 1, 2023
Webcasts & Webinars · 

Today’s MRB Webinar featured Salvatore Ruscitti discussing the outlook for the U.S. equity market and the implications of the late-cycle macro environment for portfolio positioning.

U.S. Equities – Our Favorite Charts – August 26, 2022
 · Equities · 

Today’s report presents some of our recent “favorite” charts.

Webcast – How Much Help Will Economic Stabilizers Provide? – (11min:53sec) – August 9, 2022
Webcasts & Webinars · 

In this week’s Webcast, global strategist Peter Perkins discusses the key drives of the capital market outlook for the next 6-12 months and MRB’s recommended asset allocation.

Asset Allocation Strategy – Self-Correcting Supports Kicking In – August 5, 2022
 · Asset Allocation · 

The global economy faces several challenges, but we reiterate that an economic recession is neither imminent nor inevitable, although growth will likely slow further in the near term.

Equities – How Vulnerable Are Corporate Earnings? – July 12, 2022
 · Equities · 

After de-rating dramatically in the first-half of this year, many investors fear that a significant decline in corporate profits looms, signaling much more pain ahead for stock prices.

Regional Equities – Regional & Sectoral Balance For Turbulent Times – June 23, 2022
 · Equities · 

The macro backdrop will remain challenging in the near term as investors assess the trade-off between elevated inflation and economic growth risks

U.S. Equities – Bank Stocks: Earnings Upgrades Starting To Take Hold – June 9, 2022
 · Equities · 

After sharply outperforming in January, U.S. bank stocks have lagged the broad equity market since the Russian invasion of Ukraine amid rising recession concerns

Webcast – U.S. Bank Stocks: Earnings Will Have A Second Upleg – (11min:50sec) – April 13, 2022
Webcasts & Webinars · 

In this week’s Webcast, Salvatore Ruscitti discusses the outlook for U.S. bank stocks.

U.S. Equities – Putin Or Powell: Who Matters More For U.S. Bank Stocks? – March 29, 2022
 · Equities · 

After strongly outperforming in January, U.S. bank stocks have lagged in the past couple of months, with relative performance weighed down by economic uncertainty stemming from the war in Ukraine.

U.S. Equities – Taking Advantage Of Market Volatility – January 27, 2022
 · Equities · 

U.S. equities have started the year on a turbulent note.

U.S. Equities – Bank Stocks: Proving Their Resilience – September 30, 2021
 · Equities · 

U.S. bank stocks are enjoying a banner year of outperformance.

Absolute Return Strategy – Six Best Inflation Bets – June 15, 2021
Absolute Return · 

The outlook for U.S. and global consumer price inflation has become a hotly debated topic in recent months and now central to investment strategy.

U.S. Equities – Consumer Finance Stocks: More Tailwinds To Play Out – May 12, 2021
 · Equities · 

U.S. consumer finance stocks have strongly outperformed year-to-date.

Absolute Return Strategy – Is Good News Now Bad? – March 4, 2021
Absolute Return ·  · 

One of the leading threats we identified for financial markets in 2021 is now occurring, namely that bond yields rise too fast.

U.S. Equities – What The Bond Market Rout Means For U.S. Equities – March 2, 2021
 · Equities · 

U.S. equity prices have been volatile of late due to a rapid rise in bond yields as government fixed-income markets have begun to discount stronger-than-expected economic growth and higher inflation.

Equities – Canada: Earnings Beta Still Tied To Resources – February 24, 2021
 · Equities · 

Canadian stocks will benefit from an improving domestic and global economy over the next 6-12 months, but we expect them to continue to underperform their global peers during the period.

Weekly Macro Strategy – Losing An Anchor – February 19, 2021
 · Weekly Macro Strategy · 

The rebound in Treasury yields has spread abroad and has increased the odds of a correction in overbought risk asset markets.

Roundtable – U.S. Equity Sectors With Salvatore Ruscitti – January 28, 2021
Webcasts & Webinars · 

In this Roundtable, MRB’s U.S. Equity Strategist, Salvatore Ruscitti, discusses the outlook for the U.S. equity market and highlights our recommended sector positioning.

U.S. Equities – U.S. Banks: Taking Stock Of The Earnings Drivers – January 21, 2021
 · Equities · 

U.S. bank stocks have soared in recent months, boosted by positive vaccine news, a steepening yield curve, and the Fed’s decision in December to reverse the ban on share buybacks for the largest banking institutions.

Absolute Return Strategy – Selectivity After The Runup – January 12, 2021
Absolute Return ·  · 

This report focuses on positioning around the potential for some near-term turbulence in global equity markets following the recent sharp upleg.

U.S. Sector Strategy – 2021 Outlook: From Rally To Rotation – December 23, 2020
 · Equities · 

The expected widespread rollout of COVID-19 vaccines has boosted the outlook for the global economy.

Webcast – Top 5 Client Requests Of The Month – (12min:59sec) – December 1, 2020
Webcasts & Webinars · 

MRB assists clients with on-demand questions which cover a wide range of issues and asset markets.

Webcast – Is It Time For Financial Stocks? – (11min:28sec) – November 25, 2020
Webcasts & Webinars · 

In this week’s Webcast, Peter Perkins discusses the outlook for global financial stocks following the release of the MRB Research Highlight:
“Global Financial Stocks: Look For U.S. And EM Leadership” on November 18, 2020.

Webinar – The Great Equity & Currency Rotation – (89min:16sec) – November 18, 2020
Webcasts & Webinars · 

In this week’s special MRB Webinar, Phillip Colmar and Mehran Nakhjavani address the question of asset rotation and answer questions from clients.

Global Equities – Global Financial Stocks: Look For U.S. And EM Leadership – November 18, 2020
 · Emerging Markets · Equities · 

Global financial stocks have enjoyed a solid bounce in recent weeks, breaking out of a trading range that had prevailed from June through October.

Weekly Macro Strategy – Moving Another Notch – November 13, 2020
 · Weekly Macro Strategy · 

The pandemic is slowing the rebound in economic activity outside of Asia. However, the 6-12 month outlook has improved because U.S. political uncertainty has diminished and there are higher odds of successful COVID-19 remedies.