“It’s one thing to have forecasts, but if you can’t get what’s going on right now correct, there’s no way you’ll be right about what’s happening later” ~Neil Dutta of Renaissance Macro Research If you would like to watch this week’s State of the Market video, please click the provided link. Be on the lookout for this weekend’s Research Report….
Weekly State Of The Market: Weak/Bad Breadth
A financial market resource for the every-day investor and trader.
-
Where Are We In The Artificial Intelligence Cycle & More
Seth Golden, , Research Reports, 0
While the Nvidia hype would make you believe the company owns and drives the entire AI narrative, investors would...
-
US Equities Mid-Year Outlook: Cyclical Bear within a Secular Bull
Seth Golden, , Research Reports, 0
Hotter but shorter cycles persist — we continue to forecast an earnings recession this year that we don’t think...
-
Starbucks Q1 2018 Earnings Preview
Seth Golden, , Research Reports, 4
Starbucks is set to report its Q1 2018 results after the closing bell on January 25, 2018 and to...
-
Market and Volatility Commentary: Global Quantitative and Derivatives Strategy
Seth Golden, , Research Reports, 0
Narrative vs. Flows, Liquidity-Volatility-Flows Feedback Loop, QE/QT and Liquidity Narrative vs. Flows By Marko Kolanovic, PhD and Bram Kaplan,...
-
Weekly Warm-up: Outlook Feedback and Consumer Update
Seth Golden, , Research Reports, 0
This week, we provide feedback to our 2022 Outlook—spoiler alert—there wasn’t as much as usual. Meanwhile, consumers are opening...
-
J.P. Morgan: Many markets offer attractive entry points as the Fed is unlikely to derail the cycle:
Seth Golden, , Research Reports, 0
Cross-asset Strategy: The equity market sell-off is overdone in our view, and we reiterate our call to buy the...
-
Goldman Sachs: Our Take On Markets
Seth Golden, , Research Reports, 0
“The strong rise in equities from the March trough, coupled with bullish options positioning, makes a near-term setback likely....
-
Weekly Warm-up: Strong Earnings vs Mid Cycle De-Rating
Seth Golden, , Research Reports, 0
Following very strong 1H earnings, we raise our forecasts that leave us above consensus on 2021 but below on...
Recent Articles
Featured Products
- JPM Market Recap $0.00
- JPM Research Note $0.00
- JP Morgan Market Volatility Report $0.00