Global Macro spotlight by Gary Schlossberg, Global strate We believe investors looking beyond this year’s expected economic boom can expect a shift to more moderate, sustainable growth plus steadier inflation and interest rates during the latter part of 2022. Slowing economic growth has been typical during the second full year of an economic growth cycle without ongoing support from fiscal…
Wells Fargo: Stage 2 of V-Shaped Recovery
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Weekly State of the Market: Economy Is Softening, But Has Proven Resilient
Seth Golden, , Research Reports, 0
“People who succeed in the stock market also accept periodic losses, setbacks, and unexpected occurrences. Calamitous drops do not...
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J.C. Penney Issues A Disaster In Q1 And Shareholders Take It On The Chin
Seth Golden, , Research Reports, 0
J.C. Penney (JCP) reported an increasingly worrisome sales performance last week as the company put forth its Q1 2017...
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Raymond James Weekly Headings
Seth Golden, , Research Reports, 0
This week, I had the pleasure of presenting our market outlook to clients at an event held at the...
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Merrill Lynch Capital Markets Report For June
Seth Golden, , Research Reports, 0
Macro Strategy—Equity Market Climbs A “Wall Of Worry” Yet Again: Moderating domestic demand growth, big energy price declines, loosening...
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Analysts Dissect All The Moving Parts
Seth Golden, , Research Reports, 0
Goldman Sachs chief political economist Alec Phillips Goldman Sachs now offers that it’s “base case” for the next fiscal...
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The Leuthold Group: Putting The “Sahm Rule” To The Test
Seth Golden, , Research Reports, 0
In January, the “inventor” of the yield-curve indicator—Campbell Harvey of Duke University—suggested that the inversion of the 10Y/3M spread...
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Technology Select Sector ETF Technical Review with Wayne Nelson
Seth Golden, , Research Reports, 1
In the following video, Wayne Nelson discusses the Technology Select Spider ETF (XLK). He offers some technical analysis that...
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History Doesn’t Always Repeat, But It Often Rhymes
Seth Golden, , Research Reports, 0
If there is 1-thing I’ve learned from the markets over my 24 years, it’s that down is going to...
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