Last Monday, in our January Chartbook, we suggested that the Georgia runoff could be a wildcard for the potential resumption of Value rotation. This would largely end the digestion of the big November Value spike that was taking place over the past 4-5 weeks. We are not fully out of the woods yet, as the stretched technicals that were seen…
J.P. Morgan’s Matejka: Value And Inflation
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Capital Economics: Soft landings, immaculate disinflation, and US equities
Seth Golden, , Research Reports, 0
A “soft landing” for the economy in the US seems increasingly possible, so we look back at previous similar episodes...
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Morgan Stanley Weekly Warm-up: This Is Not QE; Focus on the Fundamentals
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With the back-stopping of bank deposits by the Fed/FDIC, many equity investors are asking if this is another form...
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State of the Markets: 9/6/2019
Seth Golden, , Research Reports, 0
Welcome to this week’s State of the Markets. Please click the following link to review the SOTM video. Our emphasis in this week’s SOTM...
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Q1 2019 EPS Forecast Takes A Big Hit, But Volatility Has Also
Seth Golden, , Research Reports, 0
This has been one heck of a market rally, but it comes on the heels of one heck of...
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Merrill Lynch: Capital Market Outlook
Seth Golden, , Research Reports, 0
Macro Strategy—QT Kicks into Second Gear: Financial conditions are likely to remain under pressure as the Federal Reserve’s (Fed)...
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RBC Capital: August 2023 Financial Markets Monthly
Seth Golden, , Research Reports, 0
Welcome to RBC’s Markets in Motion podcast recorded August 7th, 2023. I’m Lori Calvasina, head of US equity strategy...
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Weekly State of the Market: Markets Are Always Yielding
Seth Golden, , Research Reports, 0
“The S&P 500 has not bottomed in the months of January – May when it has finished the year...
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