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NDR Fixed Income Allocation Strategy December 2022 Update

BY BRIAN SANBORN
The NDR Fixed Income Allocation Strategy, Positioning Update Read more →

MI2 Partners: Thoughts From The Divide: Blame Game – 11th April

BY JON WEBB
While many love rollercoasters, the consensus in the office is that we have aged out, proving that you really can’t please all of the people all of the time. And so it was with “Liberation Day”. For market folk, the glass was clearly half-empty and investors seemed conflicted about their “liberation”: from close April 2nd to close April 8th, the S&P500 fell around 12%. Scott Bessent seemed nonplussed, repeating some stats about the distribution of stock ownership among Americans (hint: 50% of people don’t have any). It turns out the Tree of Liberty doesn’t only need periodic infusions of the blood of patriots and tyrants: it also swallows 401k gains. Read more →

Trump: How You Like Me Know?

BY TEMATICA
ISM March Services PMI, March Employment Report and Powell on Deck Read more →
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