Weekly State of the Market 03/08/2021

Video Library

Welcome to this week’s State of the Markets. In this week’s episode, we record live on Friday and during a wicked market correction in the Nasdaq. We update some of our recent historical data studies… some have remained relevant while others have to be discarded. As the bonds vs. equities debate continues with yields rising,…...

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J.P. Morgan Equity Strategy Update Q1 2021

Research Reports

Equity Strategy Market Update, Style Positioning − Where does the Momentum Unwind stand? The recent market volatility has been largely a function of a painful underlying market rotation out of high Momentum and expensive Growth stocks as rates and inflation expectations underwent a sharp adjustment. We see higher rates largely as a function of earlier…...

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