US Equity Strategy Market Update, Impact of Higher Corporate Tax and Infrastructure Spending Plan For the last twelve months, we have been aggressively pushing the upside case for equities (Market Update Mar’20). Going into this year, we argued for a continued melt-up with S&P 500 reaching 4,000 in 1Q and the majority of the upside to our year-end PT of…
On April 23, 2017 I informed readers, traders and investors alike as to the risks that lay before the...
“The market indexes may have bottomed, but keep in mind, making a low, forming a bottom and reaching the...
Retail stocks were punished on January 27, 2016 as fear levels increased over the potential for a border tax.The...
Since at least Jackson Hole, the narrative has been that inflation is a big problem, and the Federal Reserve...
Despite the noise surrounding global trade and correlated tariffs last week, the S&P 500 finished higher by nearly 1...
With the Fire portion of our Fire and Ice thesis playing out, we await the timing and magnitude of...
The first week of a new year, and the markets continue to trend higher. We don’t know how long...
Welcome back to our weekly Research Report cycle (3-weeks on, 1 week off). The markets are expressing a very...
JPM Market Recap
$0.00
JPM Research Note
$0.00
JP Morgan Market Volatility Report
$0.00
MarketWatch.com – Top Stories
