2020 Mid-Year Outlook for Economies and Markets as the World Re-opens Summary and Replay of 2020 Mid-Year Outlook Virtual Meeting Global growth is set to rebound in 3Q on the easing of lockdown restrictions, emerging signs of economic recovery, and improving consumer sentiment, but investors should be more selective over the next six months as markets are showing “slight fatigue”…
J.P. Morgan Mid-Year Outlook
A financial market resource for the every-day investor and trader.
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Morgan Stanley Weekly Warm-up: Feedback to our Mid Year Outlook
Seth Golden, , Research Reports, 0
While there is some sympathy for our mid-cycle transition, most think it’s too early, or not worth acting on....
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Dominating Headlines Keep S&P 500 From Achieving New Highs
Seth Golden, , Research Reports, 0
Long-term investing is largely about corporate earnings, sales and the ability of a corporation to deliver a reasonable return...
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Weekly State of the Market: Downtrend Persists
Seth Golden, , Research Reports, 0
I bought Alibaba when everyone was selling it. I knew about the headlines, the China-tech crackdowns, and the inherent...
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A Gift-Giving Time for Markets: The TOY
Seth Golden, , Research Reports, 0
How about them Small-caps? How about that follow-through? How about the 3-week rally which has seen the S&P 500...
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Trade & Policy Turn Ugly & Markets Follow
Seth Golden, , Research Reports, 0
Given the state of macro-affairs that are bleeding into the market outlook, this week’s Research Report will discuss the...
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Weekly Warm-up: Running with the Bulls Can Be Dangerous
Seth Golden, , Research Reports, 0
A hotter but shorter economic cycle has implications for asset allocation as well as equity portfolio construction. In the...
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Stock Market Correction Tests Investors’ Emotional Quotient Further
Seth Golden, , Research Reports, 0
The market is testing investors and traders alike. That is what the market tends to do during corrections; it...
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Macy’s Situation Is Getting Worse, As Previously Forecast: No Solution In Sight
Seth Golden, , Research Reports, 0
The situation at Macy’s (M) is as bad as it was when I began covering the company in January...
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