Macro Strategy—Equity Market Climbs A “Wall Of Worry” Yet Again: Moderating domestic demand growth, big energy price declines, loosening labor market conditions, and softening wage growth have boosted confidence in a “soft landing” scenario for the U.S. economy, in which the Federal Reserve (Fed) manages to bring both growth and inflation back to moderate, sustainable levels without first causing a…
Merrill Lynch Capital Markets Report For June
A financial market resource for the every-day investor and trader.
-
-
Rising Trump Re-election Odds: Investor Impact
Seth Golden, , Research Reports, 0
What is next for markets? Investors should position forrising odds of Trump re-election In March, we were the first...
-
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...
-
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...
-
Equity Markets Building Momentum Off Technical Bottom: Events of The Week
Seth Golden, , Research Reports, 0
Despite the recent level setting of market expectations and more recent equilibrium found in the major indices, I wouldn’t...
-
Corrections and Convictions
Seth Golden, , Research Reports, 0
Somewhere’s in the recess of my childhood memories I can now hear Count Dracula from Sesame Street saying, “1...
-
Weekly Warm-up: What’s the Message?
Seth Golden, , Research Reports, 0
by Morgan Stanley’s Mike Wilson and Company Recent increase in Fed balance sheet is not QE, in our view…Many...
-
Weekly State of the Market: Diagnosing Drawdown For Opportunity
Seth Golden, , Research Reports, 0
“We have to acknowledge that overall breadth is weaker than it was during the biggest market drawdown during Q1...
Recent Articles
Featured Products
- JPM Market Recap $0.00
- JPM Research Note $0.00
- JP Morgan Market Volatility Report $0.00