For those disappointed that February’s employment report won’t be released until March 10th, we have something to consider in the meantime. There are two series from the Conference Board’s Consumer Confidence Survey covering the job market—“Jobs Plentiful” and “Jobs Hard to Get.” We don’t know why two measures are needed, since they are two sides of the same coin. But…
Leuthold Group: The Job Market Just Rescinded A Recession Signal
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At January’s End, A Big Micro Macro Week Arrives
Seth Golden, , Research Reports, 0
Welcome back investors/traders! After a rocky start to January 2024, both price and equity market sentiment have renewed bullishness...
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Gold vs 1360: Round 4
Edward Cordoba, , Research Reports, 0
For this week’s tech report, we focus on that shiny precious metal: gold. Ever since the post-recession high in...
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Weekly Warm-up: What’s the Message?
Seth Golden, , Research Reports, 0
by Morgan Stanley’s Mike Wilson and Company Recent increase in Fed balance sheet is not QE, in our view…Many...
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LPL Research: Not As Expensive As You Might Think…
Seth Golden, , Research Reports, 0
With the S&P 500 having recently ascended to a fresh record high after such a strong 2023, it’s natural...
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Alibaba (BABA): Rich Country, Strong Army
Seth Golden, , Research Reports, 0
The following Alibaba fundamental research reporting is delivered via the team at Fundstrat: Summary While political risk has significantly...
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Morgan Stanley’s: Weekly Warm-up: Time for a More “Defensive” Quality Tilt
Seth Golden, , Research Reports, 0
The market appears ready to take on a more defensive character as we experience a meaningful deceleration in earnings...
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End of Year Hiccup And Full Year Outlook For The Year Ahead
Seth Golden, , Research Reports, 0
Good Sunday investors/traders from around the globe 🌏 There are only 6-trading days left in 2024, two of which...
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Merrill Lynch: Market Outlook
Seth Golden, , Research Reports, 0
Macro Strategy—Trends from around the world show supply chain bottlenecks have been holding back global growth to a degree...