Cross-asset Strategy: Investor sentiment is reaching extreme weakness, with the AAII bull-bear survey metric recording its lowest reading since early March 2009, just before the GFC trough. This, in combination with light investor positioning and better than feared Q1 earnings, should allow the market to rebound. We reiterate Energy as our highest conviction sector OW given our supercycle thesis, stocks…
Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. In this week’s SOTM we...
The bull vs. bear battle wagered on this past trading week, as the bears attempted to wrestle back into...
There has been a punditry that has remained sidelined or angered by the markets’ surmising of the future, and...
Unfortunately our monthly-cycle, weekend macro-market Research Report will be postponed until Sunday October 30, 2022, due to an unexpected...
“Nobody can catch all the fluctuations. In a bull market your game is to buy and hold until you...
Avoid at all costs: If you’re bullish on the markets you are probably only digesting bullish data points. If...
Cross-Asset Strategy: Clients have asked about our conviction in the pro-cyclical trade given the recent decline in bond yields....
You see? It’s not all rainbows and unicorns in the markets as they say and last week wasn’t even...
JPM Market Recap
$0.00
JPM Research Note
$0.00
JP Morgan Market Volatility Report
$0.00
MarketWatch.com – Top Stories
