Research Highlights



A Different Decade – November 29, 2021
Time To Turn Tactical – November 22, 2021
Still Lots Of Upside In Treasury Yields – November 15, 2021
Continue To Favor Stocks Over Bonds – November 8, 2021
Not So Transitory – November 1, 2021
Goodbye To The 2010s – October 25, 2021
U.S. Treasurys: Poor Value Even With A Dovish Fed – October 18, 2021
Equity Air Pockets – October 4, 2021
The End Of Hyper-Accommodative Monetary Policy – September 27, 2021
The Euro Area: Fade The Secular Stagnation Narrative – September 20, 2021
Once Again Investors Are Misreading China – September 13, 2021
Important Shifts In The Macro Climate – September 7, 2021
Beware The “Fiscal Cliffers” – August 30, 2021
We Disagree With The Consensus On Inflation and Debt Burdens (and on U.K. Equities) – August 23, 2021
Economic Headwinds Turn Into Tailwinds – August 16, 2021
Lagging At The Major Turning Points – August 9, 2021
Global Equities: Peak Growth, Not Peak Earnings – July 26, 2021
Repeating The BoJ Mistake Of The 1980s – July 19, 2021
Don’t Short China – July 12, 2021
Bumps During Expansions Are Typical – July 6, 2021
The Long-Term Investment Outlook: Lower Your Expectations – June 28, 2021
The Fed Takes Its First (Tiny) Step – June 21, 2021
The U.S. Faces The Largest Burden From The Global Minimum Tax – June 14, 2021
U.S. Inflation: Will Higher Lows Translate Into Higher Highs? – June 7, 2021
The Fed Puts Itself Into A Corner – June 1, 2021
U.S. Housing Market: A Bumpy, But Still Bullish Outlook – May 24, 2021
Heading Towards Another Taper-Tantrum – May 17, 2021
The Punchbowl Is Fully Spiked – May 10, 2021
The Euro Area’s Time To Shine – May 3, 2021
U.S. Inflation Is Headed Higher – April 26, 2021
  • All Research Highlights