There is still considerable debate about whether the bear market has yet set its low. Certainly, if the U.S. economy is headed for a deep recession, stock investors will face additional, significant downside risk. Several smart bears on Wall Street suggest the S&P 500 could decline to about 3,000—or -25% from today’s level—as analysts are forced to cut earnings estimates….
by Ian Shephardson of Pantheon MacroEconomics The first indication that January’s warmer-than usual weather would boost economic activity was...
With the S&P 500 up more than 20% YTD, alpha has been harder to generate this year. Having the...
2020 Mid-Year Outlook for Economies and Markets as the World Re-opens Summary and Replay of 2020 Mid-Year Outlook Virtual...
This week’s focus is likely to be centered on CPI and the Fed. To us, that is yesterday’s news;...
With the Fed’s pivot now well understood and appreciated, investor attention now turns to growth which is slowing faster...
Within last weekend’s Research Report, the following was offered: “We are in unprecedented market waters and as such our...
We’re going to take the lengthy edge of verbiage off of this week’s research report by focusing more narrowly...
While there is some sympathy for our mid-cycle transition, most think it’s too early, or not worth acting on....
JPM Market Recap
$0.00
JPM Research Note
$0.00
JP Morgan Market Volatility Report
$0.00
MarketWatch.com – Top Stories
