The Fed is likely to start discussing the tapering path, and over the next few meetings potentially indicate the timing of its implementation. JPM’s view is that tapering will commence from early next year. This is even as inflation fears are probably not going to keep accelerating. To be sure, inflation is likely to stay elevated for the foreseeable…
Midterm election years are difficult trading years, but reliably strong investing years, as they setup the compounding effect. More...
Given the state of macro-affairs that are bleeding into the market outlook, this week’s Research Report will discuss the...
With defensive stocks now expensive and offering little absolute upside, the S&P500 appears ready to join the ongoing bear...
Look for further upside in 2022, the cycle is far from finished… the dip driven by new variant scare...
Context and Comprehension are Key 🔑 A woman without her man is nothing! A woman: without her, man is...
After 3 full trading weeks, and an additional 3 trading days this past week, the S&P 500 (SPX) managed...
Remember that valuation is only expensive relative to history, and irrespective of the future! If I might introduce you...
During the holiday shortened trading week, the excitement was already anticipated and proclaimed by the bulls with strong market...
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