Markets Policy Professional
Gain an informational advantage with the enhanced briefing package, featuring additional intelligence and deeper context; and directly leverage the unique expertise of our team, with bespoke insights, viewpoints, and outlooks to allow decision-makers in the public and private sectors to focus on the issues that truly matter.
Markets/Policy PRO Package
– Morning Brief (8 am)
– Afternoon Brief (5 pm)
– Five Minute Macro (midday Monday)
– Looking Ahead (midday Friday)
– Market Viewpoint (Sunday)
PLUS! Real Time Coverage of Exceptional Volatility
PLUS! Access to principals for ad hoc inquiries
*Please email Robert Dewey for more details at, email@example.com
Summary and Price Action Rundown Global risk assets are mixed this morning as the ongoing US stock rally pauses to digest Fed communications ahead of more consequential earnings this week. S&P 500 futures are indicating a 0.2% lower open after the index rose 4.3% last week, building on monthly gains … Continue reading “Morning Markets Brief”
Summary and Price Action Rundown US equities retraced a modest bit of their recent rally as investors digested more Fed commentary and signs of intensifying growth fears in Treasury markets, while oil prices slid amid rising demand fears. The S&P 500 declined 0.3% today, deepening the index’s year-to-date loss to … Continue reading “Afternoon Markets Brief”
Divergent central bank policy continues to roil markets while inflation is showing signs of easing and recession fears grow. UK policy whipsaws and systemic risks of a Fed overtightening continue to grow.
Looking Ahead – ‘23 and Me As we noted last week, our base case for topping inflation and slowing (but not crashing) growth with a downshifting Fed is the recipe for the second half 2022 rally. This week’s tantalizing bounce has us temped to upgrade stocks earlier than we feel … Continue reading “Looking Ahead – ’23 and Me”