Good Sunday and as a reminder, our weekly Research Report issuance will begin again on December 9, 2019. This week’s State of the Markets video is being postponed until further notice, as technical difficulties remain. We are attempting to record, however, this Sunday evening (December 1st) and if successful will deliver the weekly State of the Markets video this evening…
Merrill Lynch CIO Market Outlook
A financial market resource for the every-day investor and trader.
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Clouds Are Parting And Some Clarity Appears
Seth Golden, , Research Reports, 0
After a significant 1-week drawdown in the major averages 2 weeks ago, the market had an even greater resurgence...
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Weekly State of the Market: Tis The Season-als
Seth Golden, , Research Reports, 0
Seasonal trends are mostly about knowing where to look… and when! For this weekend Research note we are going...
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J.P. Morgan: The other sting in the tail from fiscal policy; higher taxes and the Value rotation
Seth Golden, , Research Reports, 0
Cross-asset strategy: This week’s Fed reiteration that it won’t hike for about three years despite extraordinary fiscal stimulus...
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Retail Estimates on the Rise
Seth Golden, , Research Reports, 0
In the U.S. retail landscape, the strength seen this past holiday season continued into the first quarter of 2018....
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Getting Zweig-Y With It
Seth Golden, , Research Reports, 0
Nobody, not once, not ever, said it would be easy to make money in the financial markets as an...
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Weekly State of the Market: All-Time Highs; Should You Get Used To This
Seth Golden, , Research Reports, 0
“It’s easier to know what’s going to happen than when it’s going to happen” ~ Dan Rasmussen “Stop focusing...
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Yield Curve Rhetoric: Mounting Fear?
Seth Golden, , Research Reports, 0
Good Sunday morning to all Finom Group subscribers! This week’s research reporting is delivered to subscribers with an emphasis...
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Morgan Stanley’s Weekly Warm-up: Focus on Alpha and Relative Value
Seth Golden, , Research Reports, 0
Last week’s Payrolls numbers were modestly disappointing but wage growth is showing real signs of upside pressure. In short,...
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