Cross-asset strategy: President Trump’s COVID-19 test revelation has accelerated his deterioration in the polls and betting odds that began after the Sept 29th Presidential debate. The short-term impact on markets is negative because it adds to the sense of policy disarray at a time when the economy faces downside risks from the fiscal cliff. The medium-term consequence is more interesting…
J.P. Morgan Tackles The Debate & Positive Test For POTUS
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Coronavirus Correction
Seth Golden, , Research Reports, 0
The bounce back in markets this past week was quite telegraphed in the historical data we presented in the...
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Markets Often Bottom On A Whimper, Not A Bang
Seth Golden, , Research Reports, 0
Posted on January 3, 2019 by Andrew Thrasher, CMT There’s a saying that market tops are a process and...
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J.P. Morgan: Risk assets pull back on rates surge and crypto crash appears overdone, not the end of the cycle
Seth Golden, , Research Reports, 0
Cross-Asset Strategy: Friday’s strong CPI print that led to a surge in yields, along with the sell-off in crypto...
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Developing Seasonal Pressure: Macro-Technical Updates From RBC Capital & Fundstrat
Seth Golden, , Research Reports, 0
The stock market rally off the washed-out lows of early last fall has run further and for longer than...
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Fitbit’s Pebble Acquisition Akin To Hewlett Packard’s Palm Acquisition
Seth Golden, , Research Reports, 0
Do you remember when Hewlett-Packard (HPQ) acquired Palm for $1bn in 2010, likely just prior to Palm going bankrupt after several...
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Market Consolidation Is The Theme As Headwinds Have Been Built
Seth Golden, , Research Reports, 0
We want to begin this week’s research report with a quick look back at what some might argue was...
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Markets Will Remain Choppy, But Glide Path Got a Bit Smoother
Seth Golden, , Research Reports, 2
That was a pretty bullish end to an otherwise fear littered week that centered on two major points of...
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How Will March Retail Sales Affect The Retail Sector Stocks?
Seth Golden, , Research Reports, 0
This week is going to be a very critical week for the retail sector. With many retail stocks expressing...
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