Growth is slowing for both the economy and earnings and is unlikely to bottom until 1H2022. Meanwhile, earnings revisions breadth has deteriorated sharply over the past month, a leading indicator for NTM EPS. Most of this deterioration has been due to costs and supply but demand looks vulnerable. Odds are increasing that growth will continue to slow well into 2022….
Growth Continues to Slow but It May Take Longer for Markets to Price It
A financial market resource for the every-day investor and trader.
-
A Gift-Giving Time for Markets: The TOY
Seth Golden, , Research Reports, 0
How about them Small-caps? How about that follow-through? How about the 3-week rally which has seen the S&P 500...
-
Capital Economics: Three key lessons on geopolitical risk and markets
Seth Golden, , Research Reports, 0
The war between Hamas and Israel – and the potential for escalation to the wider region – has increased...
-
Fitbit Shares Benefit From GoPro’s Updated Guidance
Seth Golden, , Research Reports, 0
It was a good day for Fitbit (FIT) shareholders yesterday and one that could not come soon enough. In...
-
-
J.P. Morgan: Yields & Equities
Seth Golden, , Research Reports, 0
Cross-asset strategy: Almost irrespective of macro tremors like the Texas energy shock, Bonds continue to telegraph confidence in the...
-
Your Time and Your Money During Downtrends
Seth Golden, , Research Reports, 0
Welcome back traders and investors! I thought it a better way to kick-off this weekend’s Research Report, given the...
-
Weekly State of the Market: A Slow Down
Seth Golden, , Research Reports, 0
“It’s not that optimism solves all of life’s problems; it is just that it can sometimes make the difference...
-
BofA GPS: Global Proprietary Signals The weight of the evidence
Seth Golden, , Research Reports, 0
Key takeaways Soft landing (47% Bearish signals vs 58% in Sep-22), but still below-trend outlook; mfg take-off unlikely before...
Recent Articles
Featured Products
- JPM Market Recap $0.00
- JPM Research Note $0.00
- JP Morgan Market Volatility Report $0.00