Merrill Lynch: IN THIS ISSUE Macro Strategy—Is Stagflation Likely?: With inflation stubbornly high after briefly surpassing levels not seen in 40 years, the term “stagflation” has been resurrected as a risk for the U.S. economy. Currently, however, the low unemployment rate is inconsistent with stagflation. What’s more, inflation remains on a downtrend, and wage growth seems poised to moderate further….
Big Macro, Big Valuations
A financial market resource for the every-day investor and trader.
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Investor Fears Of The Unknown
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A midterm election cycle and year 2 of a Presidential cycle with rising rates and potentially peak inflation have...
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The Rangebound Market Has A Lifeline To Breakout
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It really feels like the markets have not traveled too low or too high since hitting their peaks in...
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J.C. Penney Is Optimistic Despite Lowering Sales Expectations
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J.C. Penney (JCP) reported less than expected top-line growth for the Q3 2016 period while reporting in-line EPS expectations. Last week,...
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Weekly State of the Market: Corrections, Warning Signals, Noise Abound
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“A strategy is NOT bound by or tethered to luck! Find a strategy that works for you, incorporates your...
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UVXY: Election Time Fast Approaching
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Heading into 2016, I had positioned my portfolio for greater gains by increasing my exposure to volatility or VIX leveraged ETFs....
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Fitbit Retrenches: The Bottoming Phase For A Hardware Company
Seth Golden, , Research Reports, 0
“You want the truth; you can’t handle the truth”! I have been covering Fitbit (FIT) since January of 2016....
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How Strategists & Analysts Assess 2020 Probabilities
Seth Golden, , Research Reports, 0
This article first appeared in Financial Times: Jennifer Ablan, Colby Smith, Richard Henderson in New York and Joe Rennison...
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