The Fat Pitch
Wednesday, January 18, 2017
Fund Managers' Current Asset Allocation - January
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Summary : Global equities are nearly 25% higher than in February 2016. A tailwind for this rally has been the bearish positioning of investo...
Friday, January 6, 2017
Weekly Market Summary
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Summary : US equities are starting the year at new all-time highs. The rally is supported by healthy breadth and a relatively solid economic...
January Macro Update: Wage Growth At New High
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Summary : T he macro data from the past month continues to mostly point to positive growth . On balance, the evidence suggests the immine...
Wednesday, December 14, 2016
The Set Up In Bonds As The FOMC Considers A Second Rate Increase
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Summary : Bond yields usually rise as the FOMC raises rates. This is one of the mostly strongly held consensus views in the market right now...
Tuesday, December 13, 2016
Fund Managers' Current Asset Allocation - December
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Summary : Global equities are more than 20% higher than in February. A tailwind for this rally has been the bearish positioning of investors...
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