by Barry Napp Our 2022 outlook note was titled Inflation Politics & Policy and began with a section titled “liquidity trickle”. In retrospect we got the effect of the reversal of excessive liquidity in ‘21 on markets correct, and while we expected higher fiscally driven inflation and a higher terminal policy rate than consensus, we underestimated the Fed’s response in the…
Welcome back investors and traders! This past week proved a pretty strong bounce-back week for markets after the prior...
Let’s get right to the heart of the matter and as we look forward to the coming week, which...
The non-seasonally adjusted headline CPI eased for an eighth consecutive month to 6.0% in February (Chart 1). The seasonally...
We remain committed bulls over next 6-12 months. When bull markets simultaneously begin with a new economic cycle, they...
Welcome back! Every week, Seth and I discuss all the facets of the market and what are the factors...
The S&P 500 (SPX) deviated from a decade-long streak of underperformance during the Memorial Day trading week this past...
Closing out the 1st week of earnings season found the major averages higher last week. In the wake of...
JPM Market Recap
$0.00
JPM Research Note
$0.00
JP Morgan Market Volatility Report
$0.00
MarketWatch.com – Top Stories
