Author name: Bruce Zaro

The February – March period is time for investors historically a wait and see attitude. Seasonally, this lines up with the in between earnings period where other…

I have been a contributor to the Quarterly Forecasts for a number of years. Reuter’s Sinead Carew polls 150 equity strategists across the globe and…

The Who promised fans they won’t get fooled again in 1971. Have the bond players of today forgotten the lyrics? We have been under the…

With the market punching out all-time highs consistently, our base case has been a rather checked first half of the year as bond speculators obsess…

Back some time ago, the firm I was with specialized in several rather esoteric, under-covered areas of global markets. One such focus was maritime shipping…

The first quarter market outlook gets put together because we like to see the first five trading days of January, at minimum. Still, here is…

I have written recently about seasonal keys to watch for in the stock market. The three I have focused on are the Santa Claus (late…

Shares in Federal National Mortgage Association FNMA.PK, also known as Fannie Mae, and shares in Federal Home Loan Mortgage Corp FMCC.PK, commonly known as Freddie…

Moderating inflation, a dovish-sounding Fed and favorable seasonality have combined to drive stocks higher for eight straight weeks since the October low. Despite these gains,…

s the recent rally in stocks telling us there will be a profits boom in 2024? I’m having a hard time shaking this idea lately,…