Matthew Miskin, CFA
Co-Chief Investment Strategist @JH_investments. Connecting the dots to formulate views across markets. Disclosure: https://t.co/7JxRnNviGD
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What makes the 2024 outlook different than the 2023 outlook? S&P 500 fwd. P/E to start 2023 was 16.65x with 1.18% earnings growth estimates. Now the S&P 500 fwd. P/E 18.60x on 11...
Make that 15 months of negative year-over-year readings for the @Conferenceboard leading economic indicators. The longest stretch of YoY negative readings before a #recession was...
There are some big charts at big levels to watch this week π§΅. The first is the #USD index #DXY, after a significant breakdown it has made a bit of a comeback. This bounce is not...
Couple of chart highlights from @bcaresearch monthly global asset allocation report. At high level, they are still defensive: "We recommend a low-risk portfolio, with an underwei...
Surprise! The U.S. #economic surprise index likely to be over 70% after today's better than expected #GDP and initial jobless claims. Outside of 2020, the #economic surprise index...
I often hear why move to intermediate duration bonds when the unemployment rate is so low/#jobs market is strong. Historically speaking it has usually been best to lock-in higher...