Is the big cycle turning?
Ron William, director of RW Advisory, looks at the evidence for a major market drop in the S&P 500.
January 2022
Selling pressure persists for S&P
Frank Cappelleri, Chief Market Technician at Instinet, says the S&P 500 is on the precipice of breaking a potential multi-week bearish head-and-shoulders pattern.
Equities can handle higher yields
Higher bond yields should not be disruptive for equities, but rather support a Growth to Value rotation, according to the Quantitative & Derivatives Strategy team led by Marko Kolanovic at J.P.Morgan.
USDJPY to challenge multi-year highs
Normalising monetary policy is likely to be the key market driver for 2022, resulting in higher real yields and more broad-based USD strength, according to David Sneddon and his team at Credit Suisse in London.