Longer-term technical indicators on equities continue to look very strong. Overall market sentiment could be a nice contrarian reason to remain bullish....
We believe the earnings recession may have ended in the third quarter. We expect potential upside to third quarter estimates due to supportive economic data, stable oil prices, and U.S. dollar stability. We will be watching closely to gauge the confidence of management teams in...
Historically, the best quarter of the year is upon us. Although October has been strong recently, we expect the volatility that began in late September to continue. ...
Our Five Forecasters are collectively sending mostly mid-cycle signals. The Leading Economic Index, yield curve, and market breadth are all signaling the continuation of the economic expansion and bull market. Stock market valuations and the ISM Manufacturing Index are flashing some warning signs that...