A strong US consumer setup at a time of economic reopening to unleash pent-up demand and drive growth. Our positive 2021 outlook was anchored on stronger and earlier-than-expected consumer recovery and pickup in mobility post-Covid-19 vaccine, releasing cyclical and pent-up demand. We expect consumers to blowout expectations for rest of the year given: (1) economic reopening with pandemic effectively ending…
J.P. Morgan: A Powerful Consumer Setup into Global Reopening
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The Geopolitical May Usurp Market Trends
Seth Golden, , Research Reports, 0
The fears of profound losses to the equity markets in the event that tariffs have been increased were overblown…...
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Merrill Lynch: Market Outlook
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Macro Strategy—Trends from around the world show supply chain bottlenecks have been holding back global growth to a degree...
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Weekly State of the Market: WHAT IF,…IT’S. ALREADY. PRICED…?
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While we are forgoing our traditional State of the Market recording and process, please review our latest video (link...
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9 key macro events this week, but Treasury refunding most important arguably. Incoming data likely soft-ish which should help...
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Weekly State of the Market: Dollar Discomfort
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From inside Oaktree Financial Services monthly newsletter, written by famed investor Howard Marks. Here’s an excerpt from an excellent...
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Target’s Shipt Acquisition Is Bigger Than Assumed
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Amazon (AMZN) bought Whole Foods Market earlier in 2017 throwing retail giants like Target (TGT) and Wal-Mart (WMT) into...
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Weekly State of the Market: Russia/Ukraine End-Game Calculus
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The world is now forced into the calculating of a new reality, one that may not be easily compared...
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J.P. Morgan: Add to risk as a lot of negativity is already priced in
Seth Golden, , Research Reports, 0
Cross-Asset Strategy: As geopolitical risks intensified over the past month, our OWs in Commodities and Energy stocks outperformed, while...
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