Cross-Asset Strategy: The October US CPI release delivered the largest downward inflation surprise since the start of the pandemic, raising the likelihood of a soft landing scenario. However, with a Fed Funds rate close to 5%, a recession will be difficult to avoid unless the Fed more meaningfully pivots. As such, our optimism is tempered by the still elevated recession…
J.P. Morgan View: CPI release is a positive, but recession risks remain high!
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How Strategists & Analysts Assess 2020 Probabilities
Seth Golden, , Research Reports, 0
This article first appeared in Financial Times: Jennifer Ablan, Colby Smith, Richard Henderson in New York and Joe Rennison...
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Seth Golden, , Research Reports, 0
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Seth Golden, , Research Reports, 0
“The greatest enemy of a good plan is the dream of a perfect plan. Stick to the good plan.”...
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Markets Are On Knife’s Edge
Seth Golden, , Research Reports, 0
Welcome back Finom Group members! As we kick-off the monthly reporting cycle, we are recognizing gains for the first...
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J.P. Morgan: The other sting in the tail from fiscal policy; higher taxes and the Value rotation
Seth Golden, , Research Reports, 0
Cross-asset strategy: This week’s Fed reiteration that it won’t hike for about three years despite extraordinary fiscal stimulus...
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