…
Course correcting Epicenter –> downgrade Financials to N from OW, upgrade FANG from UW to OW
A financial market resource for the every-day investor and trader.
-
J.P. Morgan Quant Team: January 2020 Is Not Like 2018
Seth Golden, , Research Reports, 0
Flows & Liquidity: Are there similarities to January 2018?. Fri Jan 10 2020 A wide range of institutional investors...
-
J.P. Morgan’s Marko Kolanovic: Remain Bullish
Seth Golden, , Research Reports, 0
A question facing most investors today is the outlook for equities, and more broadly market risk. This ties into...
-
Target’s Shipt Acquisition Is Bigger Than Assumed
Seth Golden, , Research Reports, 0
Amazon (AMZN) bought Whole Foods Market earlier in 2017 throwing retail giants like Target (TGT) and Wal-Mart (WMT) into...
-
Weekly Warm-up: Tapering and Peak Demand Is a Bad Combo
Seth Golden, , Research Reports, 0
The Fed’s “surprise” move toward tapering that took markets lower last week is just the moment of recognition for...
-
Markets Edge Lower, Fed Commentary & Shaken Heads
Seth Golden, , Research Reports, 1
Even with better than expected earnings results from the big money center banks and early technology sector reporting, the...
-
Morgan Stanley’s Weekly Warm-up: Tapering on Deck — Stick with Defensive Quality in Factor Frenzy
Seth Golden, , Research Reports, 0
While expected, we think the Fed’s pivot to a more aggressive tapering schedule poses a larger risk for asset...
-
Bank of America Merrill Lynch 2019 Forecast & Outlook
Seth Golden, , Research Reports, 0
BofA Merrill Lynch 2019 Market Outlook: From Peak to Trough, the Market Unfriends Stocks and Bonds, Likes Volatility, and...
-
Bill Miller: Some Reflections on the Bull at 10
Seth Golden, , Research Reports, 0
1Q 2019 Market Letter The bull market that began in early March 2009 passed its 10th birthday last month,...
Recent Articles
Featured Products
- JPM Market Recap $0.00
- JPM Research Note $0.00
- JP Morgan Market Volatility Report $0.00