Cross-asset strategy: Almost irrespective of macro tremors like the Texas energy shock, Bonds continue to telegraph confidence in the economy and skepticism of Fed guidance. That’s unsurprising given a Fed/fiscal experiment with a Yellen Treasury slogan (“go big”) to rival a Yellen Fed slogan from 2016 (“high-pressure economy”). It seems premature to fret about an inflation overshoot when +2% core…
J.P. Morgan: Yields & Equities
A financial market resource for the every-day investor and trader.
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2022: Year In Review
Seth Golden, , Research Reports, 0
by Barry Napp Our 2022 outlook note was titled Inflation Politics & Policy and began with a section titled “liquidity...
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Weekly State Of The Market: Data-Deluge
Seth Golden, , Research Reports, 0
Keep it simple stunad! Permabears/doomsayers live in a world of predetermined, low probability, negative finality. Bulls/optimists get paid! You...
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Ignore The Headlines; Absorb The Opportunity
Seth Golden, , Research Reports, 0
Despite another positive weekly performance by the S&P 500 (SPX) this past trading week, it didn’t really feel that...
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Market Participants Go Fishing For Answers
Seth Golden, , Research Reports, 0
The S&P 500 (SPX) deviated from a decade-long streak of underperformance during the Memorial Day trading week this past...
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Weekly State of the Market: Brewing Under The Surface
Seth Golden, , Research Reports, 0
Patient, tactical, resourced, and disciplined investors are always rewarded! Manage those characteristics and you will “massage” your returns higher!...
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Weekly State of the Market: The Lows and Highs
Seth Golden, , Research Reports, 0
Bear markets start one of two ways, and we don’t think either cause is present currently. We call them...
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Fitbit Q3 2016 Earnings Preview
Seth Golden, , Research Reports, 0
Fitbit (FIT) will report its Q3 2016 results after the closing bell on November 2nd and too much anticipation as both...
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Weekly State of the Market: It’s So Bad, It’s Good?
Seth Golden, , Research Reports, 0
“Waiting helps you as an investor and a lot of people just can’t stand to wait. If you didn’t...
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