As interest rates climb and inflation shows signs of cooling — where are stocks in the market cycle? Equities markets usually have four phases, and right now stocks are in the “optimism” stage, according to our Chief Global Equity Market Strategist Peter Oppenheimer. He expects relatively low returns from here as stocks trade in a wide range. Most cycles start with…
Goldman Sachs: 4 Cyclical Phases
A financial market resource for the every-day investor and trader.
-
Is the Bottom In?
Edward Cordoba, , Research Reports, 0
Last week we took a look at the price action of the S&P 500 after a very volatile week....
-
Trade Feud Escalates: COME ON!
Seth Golden, , Research Reports, 0
If you had anticipated a wild week via the FOMC rate announcement and press conference, you would have been...
-
Morgan Stanley: Reaching Herd Immunity
Seth Golden, , Research Reports, 0
When can the US achieve broad vaccination of its population: Using the current rate of daily vaccinations (red line,...
-
Morgan Stanley’s 3 Themes Going Forward
Seth Golden, , Research Reports, 0
Equity markets are in the midst of a growth scare for reasons we think will ultimately be resolved by...
-
Merrill Lynch: Expansion Cycle & Earnings Growth Will Continue
Seth Golden, , Research Reports, 0
Macro Strategy—Expansion and Profits Growth to Continue in 2022: Current Federal Reserve (Fed) projections and the leads and lags...
-
Merrill Lynch: Monetary Tightening Full Speed Ahead
Seth Golden, , Research Reports, 0
Macro Strategy—Powell On A Mission: U.S. policymakers responded to the pandemic shutdowns with the most aggressive fiscal and monetary...
-
-
Artisan Parnters: Investing in Health Care: Beyond the Buzzwords
Seth Golden, , Research Reports, 0
Some of the 21st century’s biggest breakthroughs are happening in health care, transforming the way we diagnose, treat and...
Recent Articles
Featured Products
- JPM Market Recap $0.00
- JPM Research Note $0.00
- JP Morgan Market Volatility Report $0.00