…
Goldman Sachs Trading Desk Gets Bearish Mid-September: Scott Rubner
A financial market resource for the every-day investor and trader.
-
Analysis and Updates From Wall Street
Seth Golden, , Research Reports, 0
Capital Economics We think the 10-year Treasury yield will end the year well below its current level. The sell-off in...
-
TINA Is Being Voted Out During The Midterm Year
Seth Golden, , Research Reports, 0
A 3-week winning streak for equities came to an end for the S&P 500 (SPX) this past week. April...
-
Investors Bet on More Pain for Retailers
Seth Golden, , Research Reports, 0
ByMichael WursthornDec. 1, 2019 5:30 am ET The bears are circling retailers ahead of the holiday season. Short sellers...
-
Seasonal Sale For Risk Assets
Seth Golden, , Research Reports, 0
The consolidation phase is upon us. It is more recognizably taking place, and as usual, causing investors to doubt...
-
J.P. Morgan: Fighting The Fed’s Historically Losing Proposition
Seth Golden, , Research Reports, 0
Market and Volatility Commentary: COVID-19 herd immunity and importance of regional datasets – Gangelt, Faroe, Iceland and UAE; Fed’s...
-
Sentiment, Leverage, Is it Early 2018 Again or…?
Seth Golden, , Research Reports, 0
Please click the following link to review our commentary on Sentiment, Leverage, Is it Early 2018 Again or…? What...
-
Merrill Lynch: Excessive Consumer Demand
Seth Golden, , Research Reports, 0
Macro Strategy—Businesses have responded to unprecedented U.S. consumer-demand strength and rising capacity utilization rates by bringing real equipment investment...
-
Growth Continues to Slow but It May Take Longer for Markets to Price It
Seth Golden, , Research Reports, 0
Growth is slowing for both the economy and earnings and is unlikely to bottom until 1H2022. Meanwhile, earnings revisions...