by bxpartners | Oct 25, 2023 | CIO Services, Consulting, Under The Hood, Videos, White Papers
In this weeks edition of BX Market Pulse Report: Interest Rates and Geopolitical Risks Dominate. The rate on US 10-Year Notes Cash is King Market Breadth S&P 500 Commodites Remain Bullish Featured Model Strategy With our affordable subscription-based...
by bxpartners | Oct 25, 2023 | CIO Services, Consulting, Under The Hood, White Papers
In this week’s edition of Under the Hood: Last year, your 60/40 portfolio failed to deliver on its potential diversification benefit because bonds fell sharply along with stocks. This has happened before and could happen again. How do you approach this problem...
by bxpartners | Oct 19, 2023 | Uncategorized
The Coming Deflation and the Impact on the Economy – A Webinar with TrendMacro CEO Don Luskin and Craig Cmiel of BX Partners This is a replay of a live webinar from 10-17-2023. Click here to download the State of the World report from the webinar. TrendMacro...
by bxpartners | Oct 18, 2023 | CIO Services, Consulting, Videos
Five Fun Facts About the US Economy – Guest Post by TrendMacro. This is a nice concise summary of some of the key trends shaping the economy. According to Don, high inflation is likely behind us, we may have seen the top in interest rates, jobs and the economy...
by bxpartners | Oct 2, 2023 | CIO Services, Consulting, Under The Hood, White Papers
In this episode of Under the Hood, the main things we are watching are market strength and breadth, inflation, interest rates, and Federal Reserve activity .?? In this report, you will see charts and notes that highlight some of the most important trends we are...
