The J.P. Morgan View Growth versus virus now, vaccine versus virus later –an update on a conflict and a hope Cross-asset strategy: The dominant macro narrative of the past several weeks hasn’t changed much, and neither has the pattern of uneven advances across and within global markets. The reality of a booming economy versus the threat of a spending retrenchment…
Growth Vs. Vaccine
A financial market resource for the every-day investor and trader.
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Morgan Stanley’s Weekly Warm-up: Riding the Wave into the Holidays
Seth Golden, , Research Reports, 0
The US equity market continues to ride the wave of liquidity and seasonal FOMO. As we approach our bull...
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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...
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Breakout The Champagne! Record Highs Abound For Stock Indices!
Seth Golden, , Research Reports, 4
And oh what a week it was… if you went into the week under the impression that new S&P...
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Technology Select Sector ETF Technical Review with Wayne Nelson
Seth Golden, , Research Reports, 1
In the following video, Wayne Nelson discusses the Technology Select Spider ETF (XLK). He offers some technical analysis that...
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Markets Look Beyond the Wall of Worry
Seth Golden, , Research Reports, 0
The market fell last week and snapped a 3-week win streak after the major indices danced around record highs....
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Fundstrat: Flash In Macro Strategy
Seth Golden, , Research Reports, 0
Larger narrative is Fed “disinflation” is a massive course correction. Strong Jan equity returns borrowing from Feb, but dip...
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A disinflationary U.S. economy headed for disinflationary rate cuts? (by Jim Paulsen)
Seth Golden, , Research Reports, 0
After last week’s inflation and jobs reports, the debate rages on about what the Fed will do with interest...
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State of the Market Going Into 2H 2024
Seth Golden, , Research Reports, 0
Did The Fed Already Pull It Off To watch our State of the Market Heading Into 2H 2024 video,...
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