Equity markets are in the midst of a growth scare for reasons we think will ultimately be resolved by year end, an outcome that may lead to further adjustments in equity prices and leadership. Our annual Tax Loss Selling screen shows 73 stocks that may see technical pressure. Late in August we called fora Growth Scare to be followed by…
Morgan Stanley’s 3 Themes Going Forward
A financial market resource for the every-day investor and trader.
-
J.P. Morgan & Merrill Lynch Lay of the Market Land
Seth Golden, , Research Reports, 0
Volatility Review Monetizing the convexity risk premium, US structuredproduct dynamics, Positioning update Implied convexity continues to exhibit very high...
-
Does the Trade Truce Produce a Change in Analysts’ Earnings Estimates?
Seth Golden, , Research Reports, 0
After a really poor performance in October, the S&P 500 (SPX) rebounded in November. It may not have seemed...
-
Earnings Review: Target’s 3rd Quarter Beats Overshadow Negative Sales Growth
Seth Golden, , Research Reports, 0
Last week, Target Corp. (TGT) reported stronger than expected earnings and revenues. This sent shares of TGT higher as...
-
Weekly Warm-up: Strong Dollar Just Another Headwind for Earnings, Leaving Unfinished Business for the Bear
Seth Golden, , Research Reports, 0
A very strong US dollar provides yet another headwind for earnings. Meanwhile, from a historical perspective, this bear market...
-
Firing On Most “Cyclicals”
Seth Golden, , Research Reports, 0
The bull vs. bear battle wagered on this past trading week, as the bears attempted to wrestle back into...
-
Weekly State of the Market: Growth vs. Value & Markets vs. Economy
Seth Golden, , Research Reports, 0
Some 90% of RIAs can’t analyze markets with any proficiency! Some 90% of analysts can’t advise clients in a...
-
J.P. Morgan Takes A look At Pandemics, Climate & Markets
Seth Golden, , Research Reports, 0
The J.P. Morgan View Pandemics, climate change catastrophes and markets The J.P. Morgan View: Pandemics, climate change catastrophes and...
-
S&P 500 Closes Above 2800 With Earnings Season Kicking Into High Gear
Seth Golden, , Research Reports, 0
Last week, the Q2 2018 reporting cycle kicked-off with some of the big banks reporting quarterly results. JP Morgan...
Recent Articles
Featured Products
- JPM Market Recap $0.00
- JPM Research Note $0.00
- JP Morgan Market Volatility Report $0.00