Carlos Asilis

Obviously, the economy ails from important secular imbalances; there's a lot to be concerned about. But the cyclical forces indicate read more

Obviously, the economy ails from important secular imbalances; there's a lot to be concerned about. But the cyclical forces indicate that, at least over the coming quarters, visibility is high.

If rates keep going higher, that will pose some problems to sizeable chunks of the stock market, particularly financials and read more

If rates keep going higher, that will pose some problems to sizeable chunks of the stock market, particularly financials and other areas that are interest-rate sensitive.

It's not unexpected. We think it's a healthy move.

It's not unexpected. We think it's a healthy move.

Yes, it's an unambiguous positive. But in terms of its overall importance, it's only marginal.

Yes, it's an unambiguous positive. But in terms of its overall importance, it's only marginal.

Stocks will probably hit a wall in the next couple of months, unless we move closer to the Goldilocks scenario.

Stocks will probably hit a wall in the next couple of months, unless we move closer to the Goldilocks scenario.