With financial conditions tightening and earnings growth slowing, the 12-month risk/reward for the broad indices looks unattractive at current prices. However, strong nominal GDP growth should continue to provide plenty of good investment opportunities at the stock level for active managers. Uncertainty breeds dispersion. The economic and political environment has been permanently altered from its pre-COVID days,although the changes are…
Why rising rates and a flatter curve signal a potential downturn: The U.S. economy has seen a prolonged period of growth without a recession. As the business cycle has...
The J.P. Morgan View Growth versus virus now, vaccine versus virus later —an update on a conflict and a...
Good weekend Finom Group traders/investors! While this is our off-reporting weekend (no proprietary Research Report), we aim to deliver...
ByMichael WursthornDec. 1, 2019 5:30 am ET The bears are circling retailers ahead of the holiday season. Short sellers...
Last Monday, in our January Chartbook, we suggested that the Georgia runoff could be a wildcard for the potential...
They keep pushing and suggesting to traders the buying of volatility as a form of portfolio protection. Be it...
Welcome to this week’s State of the Markets. Please click the following link to review the SOTM video. In this week’s edition we take a look back...
JPM Market Recap
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