2024 Global Semiconductor Outlook
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RBC Capital Cycle & Trend RoadMap December 2023
By Robert Sluymer CMT Equity markets are resolving 2-year trading ranges to the upside – Further upside likely in 2024. How should investors think about an equity market that rallied 110% off its lows in 2021, then over a two-year period pulled back 25%+ retracing 50% of the initial rally only to bottom at its…...
How Are We Looking… Going Into Year-end?
S&P 500’s annual return after a NEGATIVE RETURN year. Average return the next year = 18%. Remember, however, the AVERAGE was never the outcome. Up 7/9 times the next year = 80%+ positivity rate. So far, the S&P 500 is up 20% in 2023. History often repeats, even if it only rhymes. On behalf of…...
Morgan Stanley: FOMC Preview: December Meeting
By Ellen Zetner chief U.S. ecoomist: We expect the Fed to hold the policy rate at 5.375% and to cautiously shift communication from how high to how long. We continue to see it remaining on extended hold until its first cut in June 2024. Our strategists stay long UST 10y. We expect the Fed to…...
Fundstrat 2024 Outlook
In 2023, the S&P 500 gained 20% yet most investors sat on the sidelines as many expected the U.S. economy to slip into a recession. And many remained skeptical throughout 2023 because they saw a Fed that was perceived to be hostile to markets. As we move into 2024, investor skepticism has diminished but investors…...
The Leuthold Group: Bulls Have Some Unexpected Company
Most of the measures in the MTI’s Sentiment category—including the Bullish Sentiment of stock market newsletter writers—are interpreted in a contrary fashion. It’s far easier to find indicators that track the “emotional” or “dumb” money in the stock market than it is to isolate the action of true market sophisticates. We track a few futures…...
3Fourteen Research: Making Plans For a Bull Market (2024 Outlook)
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J.P. Morgan’s Quant Team 2024 U.S. Equity Outlook
Since the start of the rate hike cycle in 2022, regional business cycles have weakened, earnings growth has stagnated (S&P 500 2021-2024E EPS: $208-$225, ~2.5% CAGR), and the market has moved sideways averaging near our price target of 4,200 (2022 avg: ~4,100; 2023 avg: ~4,250). Equity concentration reached levels not seen since 1970s with a…...
Wall Street Sees Rally Continuing in December
Good weekend Finom Group investors and traders. As a reminder, throughout the month of December, our chief equity market strategist Seth Golden will be on vacation, but receiving requests for calls and attending to email and direct message communications. Our dedication to information and analysis flows throughout the month of December, per usual, will consist…...
Are You Ready For 2024
Context and Comprehension are Key 🔑 A woman without her man is nothing! A woman: without her, man is nothing! If you would like to watch the video hosted by Finom Group’s chief market strategist Seth Golden, please click the link provided. Have a great trading week and holiday season! JEFF COX. Thank you, Mr.…...
