Latest Insights
Trading Desk: Fed Forecast Gets Foggy
The Federal Reserve, ever the cautious oracle, has once again unveiled its “dot plot,” a mystical chart attempting to divine the future of interest rates.
Trading Desk: There’s A Big World Out There To Invest In
Recent insights from Bank of America’s recent fund manager survey indicate a significant shift in investor sentiment regarding long-term market leadership. A clear majority of
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Trading Desk: Moody’s Downgrade Ends The Suspense
Wall Street responded with a dip in stock prices and a rise in Treasury yields following Moody’s Ratings’ decision to lower the U.S. credit rating to AA1 from its previous AAA status. The agency pointed to increasing government debt and a growing interest burden as
Trading Desk: No Quick Save Coming From Powell
Federal Reserve Chair Powell’s commentary this week has underscored a strategic pivot towards patience, as the central bank navigates complexities introduced by tariff policies in flux and their potential economic repercussions. The Fed’s stance, articulated during this week’s recent policy statement and subsequent press conference,
Trading Desk: Tariff Turmoil Rocks Wall Street’s Bullish Outlook
The optimism that permeated Wall Street at the start of 2025, fueled by two consecutive years of remarkable stock market gains, has been significantly dampened. The S&P 500, after delivering returns exceeding 25% in both 2023 and 2024 – a feat only paralleled during the
Trading Desk: Trade Winds Shifting Around Wall Street Expectations
A leading equity strategist is recalibrating their bullish outlook, as Deutsche Bank sharply revises its year-end S&P 500 target downwards due to mounting earnings pressure from escalating U.S. tariff policies. The firm now projects the index to finish the year at 6,150, a significant step
Trading Desk: Look Past The Magnificent 7 For Growth
The secret of growth investing is that you can’t let the shocks shake you out of stocks that might take several boom-and-bust cycles to achieve even a fraction of their ultimate potential. Last month demonstrates this principle beautifully. We could’ve given up on everything in
Trading Desk: Some Bubbles Deserve To Burst
For the past five years, U.S. equities have seemingly defied gravity, consistently commanding premium valuations. Investors, buoyed by unprecedented pandemic-era stimulus and the transformative potential of artificial intelligence, pushed the S&P 500 to remarkable heights, enjoying a surge of over 140% from the COVID-19 lows.