Since the start of the rate hike cycle in 2022, regional business cycles have weakened, earnings growth has stagnated (S&P 500 2021-2024E EPS: $208-$225, ~2.5% CAGR), and the market has moved sideways averaging near our price target of 4,200 (2022 avg: ~4,100; 2023 avg: ~4,250). Equity concentration reached levels not seen since 1970s with a very narrow leadership, which is…
Plunging Core Inflation and Slower Growth will Force the Fed’s Hand * The risk of recession persists, though our...
Seasonal trends are mostly about knowing where to look… and when! For this weekend Research note we are going...
Investors are hopeful that April proves a better month for equities than did March and after closing out a...
Spend 2 seconds on FinTwit and you’ll see why equities fell 5% in Sept, rose 10% in Oct and...
Everything you need to know about what separates the big winners from everyone else. “Signals” are sexy, exciting and...
When you believe in a future that is so alive in your mind that you keep living it over...
Context and Comprehension are Key 🔑 A woman without her man is nothing! A woman: without her, man is...
Leading up to the Friday trading session, the markets appeared to be expressing exhaustion and have been with overbought...
JPM Market Recap
$0.00
JPM Research Note
$0.00
JP Morgan Market Volatility Report
$0.00
MarketWatch.com – Top Stories
