Macro Strategy—Powell On A Mission: U.S. policymakers responded to the pandemic shutdowns with the most aggressive fiscal and monetary stimulus in over 75 years (Exhibit 1). As a result, monetary policy since the pandemic is most like that of the years right after World War II (WWII). Strong M2 money-supply growth in the mid-1940s was three standard deviations* above normal,…
Merrill Lynch: Monetary Tightening Full Speed Ahead
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A New Bull Market Beckons
Seth Golden, , Research Reports, 0
A big WELCOME BACK to all of our Finom Group members, as we kick-off another monthly cycle of Research...
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48 Record Highs For S&P 500: What’s Your Game Plan?
Seth Golden, , Research Reports, 0
Welcome back to Finom Group’s weekly Research Report, as we kick-off our 3-week reporting cycle. Two weeks ago, during...
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J.P. Morgan U.S. & E.U. COVID-19 Infection Analysis
Seth Golden, , Research Reports, 0
Over the past few days, economists and strategists are coming out with forecasts for economic growth, earnings, and asset...
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US Stock Market May Be In A Holding Pattern
Seth Golden, , Research Reports, 0
Two factors may help mitigate further volatility. BY JURRIEN TIMMER, DIRECTOR OF GLOBAL MACRO FOR FIDELITY MANAGEMENT & RESEARCH...
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Man Institute: If history is any guide, at this juncture bonds may be a more attractive proposition than equities, at least in the short term.
Seth Golden, , Research Reports, 0
Let’s begin with a mea culpa. In my note of 18 May 2023, I wrote that the risk/reward for equities...
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Morgan Stanley Focus On Low Bar Set Up For 2020
Seth Golden, , Research Reports, 0
At first glance, U.S. equities seem to be riding a bullish wave. The S&P 500 is up more than...
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Weekly State of the Market: Follow The Data Into Year-End
Seth Golden, , Research Reports, 0
“Nobody can catch all the fluctuations. In a bull market your game is to buy and hold until you...
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