Look for further upside in 2022, the cycle is far from finished… the dip driven by new variant scare is unlikely to last… We believe there is further upside for stocks next year, despite a strong run so far, and do not see the recent new variant driven volatility as a game changer. Market could stay hostage to gyrations until…
J.P. Morgan: Further Upside In 2022
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Iran/U.S. Conflict: Just What the Bull Needs For A Rest?
Seth Golden, , Research Reports, 0
The first couple of trading days of the New Year proved a mixed bag as stocks roared higher on...
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Capital Economics: Soft landings, immaculate disinflation, and US equities
Seth Golden, , Research Reports, 0
A “soft landing” for the economy in the US seems increasingly possible, so we look back at previous similar episodes...
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Job Market Deja Vu And S&P 500 Upgrade
Seth Golden, , Research Reports, 0
Leading economic indicators continue to slip lower. Yet, bulls, who rightly counseled against “fighting the Fed” during the free-money...
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Weekly State of the Market: Here Comes Breadth
Seth Golden, , Research Reports, 0
“If you are not willing to risk the unusual, you will have to settle for the ordinary! Everyone must...
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J.P. Morgan: What was I made for: Large Language Models in the Real World
Seth Golden, , Research Reports, 0
 On markets, not much has changed since our August Rasputin piece. While most leading indicators point to weaker US...
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Apple Lowers Q1 2019 Revenue Guidance: Shaping Risk
Seth Golden, , Research Reports, 0
U.S. equity markets demonstrated another remarkable turnaround on Wednesday as investors returned from the New Year holiday. At its...
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J.P. Morgan: Stocks and Bonds Rise Together
Seth Golden, , Research Reports, 0
Many believe that bond yields will not be able to move up much, partly as there is no sustained...
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