REPORTS

Browse our historical, searchable report archive.

September 22, 2022
The Likeliest Pain Trade Ahead: A Q4 Rally Led By Cyclicals
Bear Market Rally, Beta, Bond Yields, Conference Call, Countertrends, Cyclical Leadership, Economic Slowdown, Fed Tightening, Fedflation, Housing, Housing Sentiment, Inflation, Interest Rates, Monetary Tightening, Risk On, Stagflation, Wage inflation,
Download report
September 15, 2022
The True Economic Cost Of Powell’s Transitory Mistake
Anticipatory Economic Indicators, Bond Yields, Earnings, Fed Tightening, Fedflation, Growth Stocks, Hard Landing, Index Composition, Inflation, Inflationary Slowdown, Interest Rates, Labor Force, Monetary Policy, Monetary Tightening, P/E, Rate Hikes, Recession Risk, Wage inflation,
Download report
September 8, 2022
World Can’t Save U.S. From A Bear Market This Time Around
Asset Allocation, Beta, Consumer Confidence, Counter-cyclical Leadership, Country Allocation, Energy, Europe, Global Economy, Global Equities, Growth Stocks, Index Composition, Inflation, Inflationary Slowdown, Japan, Monetary Policy, Monetary Tightening, Natural Gas, Oil, Rate Hikes, U.K. Economy,
Download report
September 1, 2022
A Coming Surge In Credit Downgrades … Courtesy Of The Fed
Anticipatory Economic Indicators, Corporate Debt, Credit Downgrades, Credit Ratings, Credit Risk, Crisis Risk, Earnings, Economic Slowdown, Fed Tightening, Financial risk, Inflation, Inflationary Slowdown, Interest Rates, Leading Economic Indicators, Quantitative Research, Rate Hikes, Recession Risk, TMR Credit Model, Value Stocks, Wage inflation, Wall Street Darlings,
Download report
August 25, 2022
Anyone Remember What An Inverted Yield Curve Leads To?
Auto Affordability Index, Auto Loans, Conference Board, Consumer Free Cash Flow, Delinquencies, Economic Slowdown, Fed Tightening, Hard Landing, Housing, Housing Affordability, Interest Rates, Labor Force, Monetary Tightening, Recession Risk, Wage inflation, Yield Curve,
Download report
August 18, 2022
Key Charts To Ponder As We Head Into The Fall
Consumer Confidence, Consumer Free Cash Flow, Credit Downgrades, Credit Risk, Crisis Risk, Delinquencies, Earnings, Economic Slowdown, Fed Tightening, Global Economy, Housing, Housing Sentiment, Inflation, Inflationary Slowdown, Interest Rates, Labor Foce, Labor Force, Layoffs, Monetary Tightening, Mortgage Rates, Shelter Inflation, Wage inflation, Wages,
Download report
August 11, 2022
The Real Underlying Issue For The Fed: Tight Labor Markets
Bond Yields, Economic Slowdown, Fed Tightening, Goods Inflation, Hard Landing, Housing, Housing Sentiment, Inflation, Inflationary Slowdown, Interest Rates, Labor Force, Mortgage Rates, Recession Risk, Services Inflation, Taylor Rule, Unemployment, Wage inflation, Wages, Yield Curve,
Download report
July 28, 2022
The Housing Market And Economy Are NOT Out Of The Woods Yet
Bond Yields, Fed Tightening, Hard Landing, Homebuilding Stocks, Housing, Housing Affordability, Housing Sentiment, Inflation, Inflationary Slowdown, Interest Rates, Mortgage Rates, Recession Risk, Red Flags, Unemployment,
Download report
July 21, 2022
Cyclicality, NOT Valuation, KEY Driver Of Returns In H2’22?
Beta, Bond Yields, Economic Slowdown, Fed Tightening, Fedflation, Financial risk, Goods Inflation, Growth Stocks, Index Composition, Inflation, Interest Rates, Leading Economic Indicators, Monetary Tightening, P/E, Rate Hikes, Real Wages, Services Inflation, Valuation,
Download report
July 14, 2022
The Most Important EPS Reporting Season In Years
Beta, Commodities, Consumer Confidence, Counter-cyclical Leadership, Earnings, Economic Slowdown, Energy, Fed Tightening, Hard Landing, Housing Affordability, Inflation, Margins, Monetary Tightening, P/E, Recession Risk, Red Flags, Revenues, Risk Aversion, Sector Selection, The Great Inflation, Yield Curve,
Download report
July 6, 2022
What Would Make Us Bullish? Something That Can Offset U.S. Tightening!
Auto Affordability Index, Consumer Debt, Consumer Free Cash Flow, Consumer savings, Credit Risk, Delinquencies, Earnings, Economic Slowdown, Fed Tightening, Federal debt, Financial risk, Fiscal Policy, Global Economy, Housing, Housing Affordability, Inflation, Inflationary Slowdown, Layoffs, Margins, Monetary Tightening, Mortgage Rates, Purchasing Power, Real Wages, Wage inflation,
Download report
June 29, 2022
Sector Allocation Amid A Complicated Macro Backdrop
Asset Allocation, Beta, Bond Yields, Commodities, Communication Services, Consumer Discretionary, Consumer Free Cash Flow, Consumer Staples, Counter-cyclical Leadership, Economic Slowdown, Energy, Fed Tightening, Fedflation, Financials, Global Economy, Growth Stocks, Hard Landing, Health Care Sector, Housing, Industrials, Inflationary Slowdown, Interest Rates, Long duration, Materials, Monetary Tightening, Mortgage Rates, Oil, P/E, Rate Hikes, Red Flags, Risk Aversion, Sector Selection, Short Duration, Technology, Utilities, Valuation, Yield Curve,
Download report
June 23, 2022
The Fog Of Interest Rates … And Why It Matters For Equities
Anticipatory Economic Indicators, Behavioral Finance, Beta, Cognitive Biases, Coincident Economic Indicators, Earnings, Economic Slowdown, Fed Tightening, Hard Landing, Housing, Housing Affordability, Inflationary Slowdown, Interest Rates, Layoffs, Leading Economic Indicators, Long duration, Monetary Tightening, Mortgage Rates, P/E, Rate Hikes, Recession Risk, Red Flags, Short Duration,
Download report
June 14, 2022
Best Client Questions From Last Week’s Conference Call
Anticipatory Economic Indicators, Bond Yields, Central Bank Mandate, Core CPI, Core PCE, Earnings, Economic Slowdown, Fed Framework, Fed Tightening, Growth Stocks, Hard Landing, Homebuilding Stocks, Housing, Housing Affordability, Inflation, Inflationary Slowdown, Interest Rates, Leading Economic Indicators, Monetary Tightening, Mortgage Rates, P/E, PMI Peaks, Rate Hikes, Real Wages, Recession Risk, Services Inflation, Shelter Inflation, Unemployment, Valuation, Value Traps, Wage inflation, Yield Curve,
Download report
June 7, 2022
Conference Call: Have Equities Fully Discounted The Slowdown?
Bond Yields, Conference Call, Core CPI, Core PCE, Cyclical Leadership, Earnings, Fed Tightening, Fedflation, Goods Inflation, Hard Landing, Housing, Index Composition, Inflation, Inflationary Slowdown, Labor Force, Lagging Economic Indicators, Leading Economic Indicators, Monetary Policy, Monetary Tightening, P/E, PMI Peaks, Rate Hikes, Recession Risk, Risk Aversion, Risk Off, Risk On, Services Inflation, Shelter Inflation, Taylor Rule, The Great Inflation, Unemployment, Wage inflation, Yield Curve,
Download report
June 2, 2022
2022 Intern Guide To Macro
Anticipatory Economic Indicators, Asset Allocation, Bond Yields, Coincident Economic Indicators, Conference Board, Cyclical Leadership, Earnings, Economic Recovery, Economic Slowdown, Fed Framework, Fed Mandate, Fed Tightening, Global Economy, Global Equities, Housing, Index Composition, Inflation, Inflationary Slowdown, Interest Rates, Lagging Economic Indicators, Monetary Policy, Monetary Stimulus, Monetary Tightening, P/E, PMI Peaks, Rate Hikes, Risk Aversion, Risk Off, Risk On, Unemployment, Valuation, Yield Curve,
Download report
May 26, 2022
The Bullish Case For The USD … AND The Risks It Brings!
Commodities, Consumer Expenditures, Currency, Foreign Sales, Global Economy, Inflation, Inflationary Slowdown, Interest Rates, Monetary Policy, Taylor Rule, USD,
Download report
May 18, 2022
Navigating Financials Amid Fed Tightening And Slower Growth
Banks Industry, Beta, Bond Yields, Capital Market Industry, Consumer Free Cash Flow, Delinquencies, Diversified Financial Services Industry, Economic Slowdown, Fedflation, Financials, Foreign Sales, Global Economy, Hard Landing, Inflation, Inflationary Slowdown, Insurance Industry Group, Interest Rates, Monetary Tightening, Mortgage Rates, Rate Hikes, Valuation, Yield Curve,
Download report
May 12, 2022
“Soft Landing” Is This Year’s “Transitory Inflation”
Bond Yields, Economic Slowdown, Fed Tightening, Goods Inflation, Hard Landing, Housing Affordability, Inflation, Inflationary Slowdown, Interest Rates, Labor Force, Lagging Economic Indicators, Monetary Tightening, Mortgage Rates, Rate Hikes, Recession Risk, Services Inflation, Shelter Inflation, Unemployment, Wage inflation, Yield Curve,
Download report
May 5, 2022
Three Developments That Could Revive Equities In The Near Term
Bond Yields, Commodities, Countertrends, Crisis Risk, Cyclical Leadership, Economic Slowdown, Fed Tightening, Financial risk, Geopolitical Risk, Global Economy, Growth Stocks, Hard Landing, Inflation, Inflationary Slowdown, Monetary Tightening, P/E, Rate Hikes, Recession Risk, Ukraine, Valuation,
Download report
April 28, 2022
No … Equities Are NOT Discounting The Full Slowdown Ahead
Bond Yields, Counter-cyclical Leadership, Credit Downgrades, Crisis Risk, Earnings, Economic Slowdown, Fed Tightening, Global Economy, Hard Landing, Housing, Housing Affordability, Inflation, Leading Economic Indicators, Mortgage Rates, PMI Peaks, Recession Risk, Risk Aversion, U.S. Dollar,
Download report
April 22, 2022
The Very Beginning Of Problems For LEIs … And Stocks!
Anticipatory Economic Indicators, Bond Yields, Central Bank Mandate, Earnings, Economic Slowdown, EPS Revisions, Fed Framework, Fed Mandate, Fed Tightening, Global Economy, Global Equities, Hard Landing, Inflation, Inflationary Slowdown, Interest Rates, Leading Economic Indicators, Monetary Policy, Monetary Tightening, Mortgage Rates, PMI Peaks, Rate Hikes, Recession Risk, Risk Aversion,
Download report
April 13, 2022
The Worst Macro Profile For Stocks In A Generation
Bond Yields, Central Bank Mandate, Commodities, Consumer Discretionary, Consumer Free Cash Flow, Economic Slowdown, Fed Framework, Fed Mandate, Fed Tightening, Financials, Geopolitical Risk, Global Economy, Goods Inflation, Growth Stocks, Hard Landing, Housing, Housing Affordability, Index Composition, Inflation, Inflationary Slowdown, Interest Rates, Leading Economic Indicators, Market Correction Monitor, Market Corrections Monitor, Monetary Policy, Monetary Tightening, Oil, Portfolio Torpedoes, Recession Risk, Red Flags, Risk Aversion, Services Inflation, Taylor Rule, TMR Sell Model, Wage inflation,
Download report
April 7, 2022
Best Client Questions From Last Week’s Conference Call
Bond Yields, Commodities, Consumer Confidence, Consumer Expenditures, Consumer Spending, Earnings, Economic Recovery, Fed Tightening, Geopolitical Risk, Global Economy, Growth Stocks, Housing, Housing Affordability, Inflation, Inflationary Slowdown, Market Correction Monitor, Monetary Tightening, Mortgage Rates, Rate Hikes,
Download report
ajax-loader