Optimism around a US policy pivot has continued to support valuation. In today’s note, we discuss parallels to prior pivotdriven rallies as well as recent trends in earnings revisions and performance breadth. Our latest Consumer Pulse Survey indicates more positive consumer sentiment. • Earnings Revisions. Revisions breadth turned higher last week, in line with historical seasonality (a relationship that has…
Morgan Stanley: Weekly Warm-up: Policy Shifts Take Center Stage
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Morgan Stanley: Brief Technical Notes
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Critical Technical Support Holds This week’s note will be shorter than normal given the Tech playbook note we also...
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Weekly State of the Market: An Expanding Correction
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A Note: Structurally, the market needs breadth to improve this week, which demands improved performance from Equal-Weights and Small-Caps!...
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IDENTIFYING BEAR MARKET BOTTOMS AND NEW BULL MARKETS
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Paul F. Desmond Lowry’s Reports Inc. 26 February 2002 Ask one hundred investors whether this is a bull...
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Introduction The U.S. economy will struggle in 2023 with halting growth and higher unemployment. Recession is a serious threat....
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Lows Are “Possibly” In…
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There is still considerable debate about whether the bear market has yet set its low. Certainly, if the U.S....
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Weekly State of the Market: Recession Fears Hit Fever Pitch
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Fear dominates in times that are especially uncomfortable. Bear market, recession, yield curve inversion, whatever….Negative focus/thinking is a self-perpetuating...
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Weekly Warm-up: Turn the Page but Not the Narrative
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A new year brings new investment opportunities even if the narrative isn’t changing. We still recommend a large cap...
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Profits are Generated By Looking Above and Beyond
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Big week for the S&P 500 (SPX), depending on which side of the fence you’re leaning of course! The...
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