Cross-asset Strategy: While the geopolitical crisis and policy tightening are overhangs, risk assets have a number of supports that include strong activity momentum pre-shock, supportive labor markets, an ending COVID headwind in DM, and easing China policy stance. The early stages of Fed tightening should not be seen as a negative for stocks, as equities tended to make new highs…
J.P. Morgan: Still too early to own duration
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Target Lowers FY2016 Guidance After Dismal Holiday Period
Seth Golden, , Research Reports, 0
Like many a retailer before Target (TGT), the big-box department store chain announced a dismal sales performance for the...
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Warnings on Selling Volatility Ahead of Seasonality Factors
Seth Golden, , Research Reports, 0
In an investing world that is filled with various investment vehicles, strategies and practices, risk vs. reward usually plays...
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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...
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7 Attributes of What Makes a Great Investor
Seth Golden, , Research Reports, 0
What Makes A Great Investor? Posted on July 12, 2018 by Andrew Thrasher, CMT There are many ideas to...
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Smartwatch Vs. Fitness Tracker: Fitbit Dives Deeper Into Smartwatches As Sales Decline
Seth Golden, , Research Reports, 0
Fitness tracker or a smartwatch? Well, that’s a question that was asked a couple of years ago, but plainly...
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The J.P. Morgan View – Global Asset Allocation: UW Credit Relative to Equities and Commodities
Seth Golden, , Research Reports, 0
Cross-Asset Strategy: While growth risks are elevated, our base case looks for an acceleration in global growth in the...
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Morgan Stanley: Weekly Warm-up: Policy Shifts Take Center Stage
Seth Golden, , Research Reports, 0
Optimism around a US policy pivot has continued to support valuation. In today’s note, we discuss parallels to prior...
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