REPORTS

Browse our historical, searchable report archive.

December 3, 2021
A Few Important Facts For The Fed’s New Macro Scenario
Anticipatory Economic Indicators, Earnings, Economic Slowdown, Fed Tightening, Global Economy, Housing, Housing Affordability, Inflation, Inflationary Slowdown, Interest Rates, Leading Economic Indicators, Monetary Tightening, P/E, Rate Hikes, Wage inflation,
Download report
November 18, 2021
Inflation Just Beginning To Impact Equity Markets
Anticipatory Economic Indicators, Beta, Central Bank Mandate, Consumer Confidence, Currency, Economic Slowdown, Emerging Market Exports, Financial risk, Global Economy, Global Equities, Inflation, Inflationary Slowdown, Monetary Policy, Monetary Tightening, P/E, Rate Hikes, Stagflation, The Great Inflation, U.K. Economy, U.S. Dollar, Valuation,
Download report
November 11, 2021
The Macro Case Against The Consumer Discretionary Sector
Auto & Components Industry Group, Beta, Bond Yields, Consumer Confidence, Consumer Discretionary, Consumer Durables Industry Group, Consumer Free Cash Flow, Consumer Services Industry Group, Earnings, Economic Slowdown, Fed Framework, Growth Stocks, Hard Landing, Housing, Housing Affordability, Inflation, Inflationary Slowdown, Interest Rates, Labor Force, Leading Economic Indicators, Monetary Policy, P/E, Pricing Power, Real Wages, Retailing Industry Group, Stagflation, The Great Inflation, Wage inflation,
Download report
November 4, 2021
Dr. Housing Warns Of Trouble For U.S. Economy/Stocks In 2022
Economic Slowdown, Fed Tightening, Hard Landing, Housing, Housing Affordability, Inflation, Inflationary Slowdown, Labor Foce, Leading Economic Indicators, Monetary Policy, The Great Inflation, Unemployment, Wage inflation, Wages, Yield Curve,
Download report
October 28, 2021
Time To Seriously Think About Value Traps
Behavioral Finance, Cognitive Biases, Economic Slowdown, Growth Stocks, Index Composition, P/E, PMI Peaks, Portfolio Torpedoes, Quantitative Research, Sell-Side Biases, Valuation, Value Stocks, Value Traps,
Download report
October 21, 2021
Equities Confronting A New “Old” Enemy: Inflation – October 21, 2021
Behavioral Finance, Bond Yields, Cognitive Biases, Economic Slowdown, Fed Tightening, Fiscal Policy, Growth Stocks, Index Composition, Inflation, Inflationary Slowdown, Interest Rates, Labor Foce, Long duration, Monetary Policy, PMI Peaks, Price Controls, Short Duration, Stagflation, The Great Inflation, Unemployment, Wage inflation, Wages,
Download report
October 14, 2021
It’s Different This Time … And Why It Just Might Be Real
Bond Yields, Federal debt, Fiscal Stimulus, Growth Stocks, Housing, Housing Affordability, Index Composition, Inflation, Interest Rates, Labor Force, Monetary Policy, Monetary Stimulus, P/E, Taylor Rule, Unemployment, Valuation, Value Stocks, Wage inflation, Wages, Yield Curve,
Download report
October 7, 2021
Fed-Induced Volatility In 2022 And How To Hedge For It
Bond Yields, Cyclical Leadership, Economic Slowdown, F-Score Model, F&G Score Model, Fed Framework, Fed Tightening, Financial risk, G-Score Model, Growth Stocks, Housing Affordability, Inflation, Inflationary Slowdown, Interest Rates, Monetary Policy, Neutral Rate, Quantitative Research, Rate Hikes, Stock Picking Factor Efficacy, Taylor Rule, Unemployment, Value Stocks, Volatility, Wage inflation, Yield Curve,
Download report
September 30, 2021
The Fed As The Single Greatest Threat To U.S. Equities
Anticipatory Economic Indicators, Bond Yields, Consumer Confidence, Earnings, Fed Tightening, Financial risk, Growth Stocks, Housing, Housing Affordability, Index Composition, Inflation, Inflationary Slowdown, Interest Rates, Labor Force, Leading Economic Indicators, Long duration, Monetary Policy, P/E, PMI Peaks, Rate Hikes, Red Flags, Short Duration, Unemployment, Valuation,
Download report
September 24, 2021
The Fed’s Gamble And What It Means For Stocks In 2022
Bond Yields, Deflationary Slowdown, Economic Slowdown, Fed Tightening, Fedflation, Financial risk, Growth Stocks, Housing, Index Composition, Inflation, Inflationary Slowdown, Interest Rates, Long duration, Monetary Policy, P/E, Rate Hikes, Short Duration, Stagflation, Unemployment, Valuation,
Download report
September 15, 2021
Is The Fed’s More Subjective Mandate The Biggest Threat To Equities In 2022?
Anticipatory Economic Indicators, Bond Yields, Capacity Destruction, Conference Call, Deflationary Slowdown, Dual Mandate Bullseye, Economic Slowdown, Fed Framework, Fed Tightening, Fedflation, Fiscal Stimulus, Growth Stocks, Housing, Housing Affordability, Immigration, Index Composition, Inflation, Inflationary Slowdown, Interest Rates, Labor Force, Lagging Economic Indicators, Long duration, Margins, Monetary Policy, P/E, Rate Hikes, Real Wages, Short Duration, Stagflation, Taylor Rule, Unemployment, Valuation, Wage inflation, Wages,
Download report
September 10, 2021
What Could Go Wrong With This Goldi-Like Market?
Bond Yields, Economic Slowdown, EPS Revisions, Financial risk, Global Economy, Growth Stocks, Immigration, Index Composition, Inflation, Interest Rates, Labor Force, Lagging Economic Indicators, Market Corrections Monitor, Monetary Policy, P/E, Real Wages, Red Flags, Stagflation, Unemployment, Valuation, Wage inflation, Wages,
Download report
September 2, 2021
Haven’t Heard The Term “Risk/Reward” In A While
Behavioral Finance, Bond Yields, Cognitive Biases, Consumer Discretionary, Consumer Free Cash Flow, COVID, Earnings, Economic Slowdown, Fed Framework, Fed Tightening, Financials, Global Economy, Growth Stocks, Housing, Housing Affordability, Index Composition, Inflation, Interest Rates, Leading Economic Indicators, Long duration, Market Corrections Monitor, Monetary Policy, P/E, Rate Hikes, Sell-Side Biases, Valuation, Wage inflation,
Download report
August 26, 2021
A Sneak Peak At This Fall’s Key Themes For Markets
Bond Yields, Budget deficit, Consumer savings, Fiscal Policy, Fiscal Stimulus, Global Economy, Growth Stocks, Housing, Housing Affordability, Inflation, Interest Rates, Kim-Wright Model, Long duration, Margins, Monetary Policy, Monetary Stimulus, Real Wages, Short Duration, Taylor Rule, Term Premium, Valuation, Wages,
Download report
August 19, 2021
Housing: The Canary In The Coal Mine Of The Inflation Story
Consumer Free Cash Flow, Cyclical Leadership, Housing, Housing Affordability, Inflation, Labor Force, Macro Accommodation Barometer (MAB), Monetary Policy, Purchasing Power, Real Wages, Red Flags, Stagflation, Wages, Yield Curve,
Download report
August 5, 2021
Market Hinges On … Fed Brilliance Or Policy Mistake?
Bond Yields, Fed Framework, Fed Tightening, Growth Stocks, Housing, Inequality, Interest Rates, Labor Force, Long duration, Monetary Policy, P/E, Purchasing Power, Rate Hikes, Shipping, Short Duration, Valuation, Wages,
Download report
July 29, 2021
The “Inflation Bill” Will Eventually Come Due For Equities
Behavioral Finance, Bond Yields, Cognitive Biases, Cyclical Leadership, Earnings, Economic Recovery, Fed Framework, Fed Tightening, Global Economy, Growth Stocks, Housing, Index Composition, Inflation, Inflationary Growth, Interest Rates, Leading Economic Indicators, Long duration, Margins, Monetary Policy, Monetary Stimulus, P/E, Rate Hikes, Sell-Side Biases, Short Duration,
Download report
July 23, 2021
Why We Still Expect Value To Win The Performance Race Of 2021
All-Weather Model, Behavioral Finance, Cognitive Biases, Cyclical Leadership, Economic Recovery, Growth Stocks, Index Composition, Inflation, Leading Economic Indicators, Middle Duration, P/E, Risk On, Valuation, Wall Street Darlings,
Download report
July 16, 2021
A Few Themes (And Charts!) To Ponder On Vacation
Behavioral Finance, Bond Yields, Cognitive Biases, Cyclical Leadership, Economic Recovery, FAANG Stocks, Growth Stocks, Housing, Index Composition, Inflation, Inflationary Growth, Institutional Ownership, Interest Rates, Labor Force, Long duration, Monetary Policy, Monetary Stimulus, Risk On, Sell-Side Biases, Short Duration, Stealth Bull Market, Valuation, Wages, Wall Street Darlings,
Download report
July 1, 2021
Inflation’s Mis-Appreciated Role In Today’s Financial Markets
Bond Yields, Fed Framework, Growth Stocks, Index Composition, Inflation, Inflationary Growth, Interest Rates, Kim-Wright Model, Labor Force, Long duration, Monetary Policy, P/E, Profitability, Rate Hikes, Short Duration,
Download report
June 24, 2021
Housing Bubble About To Expose The Fed’s Inflation Forecast
Consumer Confidence, Consumer Expenditures, Economic Slowdown, Fed Framework, Growth Stocks, Housing, Inflation, Interest Rates, Long duration, Monetary Policy, Short Duration, Taylor Rule, Yield Curve,
Download report
June 17, 2021
Conference Call: What Happens To Equities If Inflation Is More Than “Transitory”?
Bond Yields, Conference Call, Consumer Confidence, Cyclical Leadership, Economic Recovery, Fed Tightening, Fiscal Stimulus, Growth Stocks, Hard Landing, Inflation, Inflationary Growth, Interest Rates, Labor Force, Long duration, Monetary Policy, Rate Hikes, Short Duration, Taylor Rule, U.S. Dollar, Unemployment, Valuation, Wages,
Download report
June 10, 2021
What Happens To Equities If The Fed Is Wrong About Inflation?
Bond Yields, Consumer Confidence, Cyclical Leadership, Economic Recovery, Fed Tightening, Fiscal Stimulus, Food & Agriculture Jobs, Growth Stocks, Hard Landing, Immigration, Index Composition, Inflation, Inflationary Growth, Interest Rates, Labor Force, Long duration, Monetary Policy, Rate Hikes, Short Duration, Taylor Rule, Unemployment, Valuation, Wage inflation, Wages,
Download report
June 3, 2021
Macro Intern Guide 2021: 8 Key Concepts Every Incoming Intern Should Be Aware Of
Behavioral Finance, Bond Yields, Cognitive Biases, Coincident Economic Indicators, Conference Board, COVID, Cyclical Leadership, Economic Recovery, Fiscal Policy, Fiscal Stimulus, Global Economy, Interest Rates, Kim-Wright Model, Lagging Economic Indicators, Leading Economic Indicators, Monetary Policy, Monetary Stimulus, Risk On, Sector Selection, Taylor Rule, Term Premium, U.S. Dollar,
Download report
ajax-loader