This is a recording of our monthly Global Outlook call for clients, recorded on April 9th, 2020.
In this video, recorded Friday April, 24th, we discuss bear market rallies. What is the relationship between the market and the economy, and is this a bear market rally or the dawn of a new bull market?
In this video, recorded Friday April, 17th, we highlight some interesting things we’ve seen in the market, but stick to our overall framework on market bottoms.
In this video recorded on April 3rd, we discuss the various reports we have published over the past few weeks: Recessions and Shocks, Bear Markets, Market Bottoms, and our Leading Indicator Watch report.
The coronavirus pandemic is a highly unusual circumstance, and in several ways we are in uncharted waters. Two weeks ago we published a thematic report titled Recessions and Shocks In which we applied our tools, our signals and our outsider approach to: distinguish...