Citi Economic Surprise Index

Will International Stocks Outperform U.S. Equities?

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In this article, we’ll question the narrative that you must go overweight US stocks relative to international equities. The sentiment has shifted dramatically as investors have gone from expecting mediocre returns from US stocks along with worrying about the end of the cycle, to now expecting new record highs. To…CONTINUE READING

Stock Valuations Are In The 99th Percentile

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Focusing on every economic data point with a magnifying glass can lead you in the wrong direction. Therefore, it’s best to take a step back and analyze the situation from afar before getting ‘into the weeds.’ It’s especially important in the current environment because the economy has been consistently weak.…CONTINUE READING