The J.P. Morgan View Booming markets, disturbing protests and a collapsing dollar Cross-asset strategy: Risky markets are booming and the dollar collapsing as the global economy bottoms, high-frequency data releases beat expectations and fiscal/monetary policy ease further. Some are overshooting if the medium-term recovery proves as anemic as the post-GFC years, but that malaise will not be apparent this summer….
J.P. Morgan Lay of the Land For Markets
A financial market resource for the every-day investor and trader.
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Super Bowl Of Volatility At-Hand: Navigating The Field Ahead
Seth Golden, , Research Reports, 3
The Grand Market Sell-Off: Is that what we’ll be calling the pullback in the indexes in the coming weeks?...
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Historic September Trends Holding to Form…So Far
Seth Golden, , Research Reports, 0
We’re going to take the lengthy edge of verbiage off of this week’s research report by focusing more narrowly...
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VIX Futures as a Market Timing Indicator
Seth Golden, , Research Reports, 0
Athanasios P. Fassas 1 and Nikolas Hourvouliades 2,* 1. Department of Accounting and Finance, University of Thessaly, Larissa 41110,...
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Pantheon MacroEcomics: Monitor
Seth Golden, , Research Reports, 0
Core Services Inflation is Sticky, but the Fed is Exerting a Lot of Pressure Core CPI services inflation is...
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History of Markets Is On Full Display and Trending…
Seth Golden, , Research Reports, 0
The S&P 500 (SPX) flip flopped this week, but spent the last few days hovering around a 40-point range....
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Ignore The Headlines; Absorb The Opportunity
Seth Golden, , Research Reports, 0
Despite another positive weekly performance by the S&P 500 (SPX) this past trading week, it didn’t really feel that...
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At Trough Liquidity & Peak Hawkishness: Time-Payments
Seth Golden, , Research Reports, 0
With each passing week in 2022, we analyze, scrutinize, and rationalize a litany of macro-fundamental, technical, and quantitative data....